How do I get to the advisor dashboard?

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To get to the Advisor Dashboard, login to your Finance Logix account with your username (email address) and password.  This will log you into the Advisor Dashboard.

If you have pending set up of imported accounts, the login process will first take you to the Assign Imported Accounts screen. To reach the Advisor Dashboard simply use the side navigation on the left. Expand the Book Management section and select Advisor Dashboard.

If you are inside of a scenario, or any other part of the application, Expand the Book Management section and select Advisor Dashboard.

 

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