Account Opening

Establishing Client Access to Investor Portal

Video Tutorial | Written Instructions

Client Dashboard | Managing the Client Dashboard

Written Instructions

Advisor-led Proposal Process

Written Instructions

Client-led Account Opening Process

Video Tutorial

Onboarding

Electronic signature process

Written Instructions

Viewing Client Paperwork 

Written Instructions

Dashboard Overview

Communicate

Written Instructions

Manage Clients

Written Instructions

Grow Practice

Written Instructions

Run Business

Written Instructions

Business Submission

Uploading Wetsigned Documents

Video Tutorial