---
title: Updated VADIS Workflow
description:  
---

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2. [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en)

# Updated VADIS Workflow

<iframe width="200" height="113" src="https://www.youtube.com/embed/2qbRvoYbhsA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen title="YourStake- Updated VADIS workflow" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

The workflow for a new client:

1. Select VADIS from the left menu bar and click "New Journey"
2. Input your client's or prospect's name, the primary account value, and the custodian. If there's more than one account, you can add additional accounts by clicking "Add Account" in the set-up step. Note: if the additional account will have different values and/ or risk criteria, it may be better to create a separate prospect.
3. If the client is with you, have them take the behavioral values questionnaire. If not, he or she can take it independently. The questionnaire will match the client to a set of values. You can also select values manually.
4. If you need to fine-tune any values, select the button on the right. Details about how to fine-tune values can be found in the [Knowledge Base](https://help.yourstake.org/knowledge/fine-tuning-values?hsLang=en).
5. If a client has indicated a desire to include or exclude specific investment vehicles, include the ticker symbols in the corresponding boxes.
6. Select a benchmark.
7. Submit the portfolio to First Affirmative to begin building.

 

 

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