Once you have invited your clients to begin using the client dashboard, they will receive an email similar to the one below:
For your client to begin using the Client Dashboard, first, they’ll need to create a password.
They will click on the "Set Your Password" button above within the email and follow the instructions to set their password.
In This Article
Setting the Password
The password must be at least 8 characters and contain at least one upper and lowercase letter and one number.
Once a password is created that has met all the password requirements, the "click here to login" link below can be used to access the login page.
Accessing the Dashboard
When the client reaches the Login screen, they should enter the email address and password.
Note: Your client should bookmark the website address on this page for easy access in the future.
Features of the Client Dashboard
Upon logging into the Dashboard, your clients will have access to view their portfolio and accounts and track their progress on their retirement goal.
They can even update their Risk Number by expanding the dropdown menu next to their Risk Number.
Check out the Client Dashboard: Premier Edition knowledge base for more information on how to get started using the Client Dashboard.