Learn More About Setting Up Client Portals

Learn how to set up your client portals, including creating client views and enabling portal access.

Client Portal Announcements

Use announcements to post news, status, and other short bits of information you want to share with your clients. The announcements you post will appear on the Dashboard page of your client portals for the selected clients.

Service Teams

A service team defines the team members that will be directly involved with servicing a household. For example, a service team may consist of a trader, customer service associate, primary advisor and secondary advisor.