Client Portal: Getting Started and User Guide

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. Scroll down and select the template the user would like to use for the client uploading documents. Then verify or edit the documents the Advisor would like to request from the Client or Prospect.    
   
   
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 to access the portal.
   
   
3. The Client or Prospect will be asked to upload documents one at a time. There is also an AI Document Assistant to help ask any questions the user may have.  
     
   
4. Once all required documents have been uploaded, select the green "Finish" button. Uploaded files will be visible to the Financial Advisor immediately.