Client Portal: Getting Started and User Guide

A user guide to help Financial Advisors and their clients get started and make the most of the Client Portal.

Financial Advisors

1. From the home page, click the “People” tab in the left-hand navigation bar. A new Prospect/Client can be created, or an existing Prospect/Client can be selected.
   
   
2. On the Dossier page, click the “Client Portal” button in the top right corner.
   
   
3. Select the “Request Documents” tab and choose the appropriate document request template.
   
   
4. Search for or create new document name types based on the documents needed. Categories can be toggled off if certain sections are not required.
   
   
5. After selecting the necessary documents, navigate to the “Invitation” tab and click the “Generate Invitation Link” button.
   
   
6. Copy the generated link and share it with the Prospect/Client.
   
   

For Clients and Prospects

1. After receiving the invitation link from the Financial Advisor, paste it into a web browser. This will open the Client Portal in guest view. Click “Set Up Your Account” to begin.
   
   
2. Create a password and log in to access the portal.
3. The requested documents will be displayed. Files can be uploaded by dragging and dropping into the designated area or by clicking the section to browse for files.
   
   
4. The portal automatically detects uploaded documents. Completed sections will be marked accordingly.
   
   
5. To view additional details—such as the purpose of a document or where to locate it—click the document name in the main list.
   
   
6. Once all required documents have been uploaded, the session can be logged out. Uploaded files will be visible to the Financial Advisor immediately.