How do I select an existing client to work on?


There are multiple places from which you can select an existing client:

  1. From the Advisor Dashboard (see How do I get to the Advisor Dashboard) search for a client by name or open the client list with the Work with a Client button (shown below).

  2. Still from the Advisor Dashboard, click on any of the clients' names in the Recent Activity lists.

  3. From any client list, be it a search or one of the defaults, click the client's name.

Have more questions? Submit a request