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  1. Nitrogen
  2. Getting Started

Getting Started

Getting Started

  • Nitrogen: Getting Started
  • The Nitrogen Home Screen
  • Add and Edit Clients or Prospects into Nitrogen
  • The Next-Gen Risk Assessment
  • Capturing a Risk Number
  • How to Import a Portfolio from Your Custodian
See all 10 articles

Plans

  • Nitrogen License Types
  • Getting Started with Nitrogen Elite
  • Getting Started with Nitrogen Select

Administrative

  • Multi-Factor Authentication (two-step verification)
  • LPL Compliance Max Instructions - Lead Generation Questionnaire
  • LPL Compliance Max Instructions - Nitrogen
  • LPL Pre-Approved Marketing Kit
  • Advisory Fees
  • Managing Firm Info and Logo
See all 11 articles

Legacy Plans

  • Nitrogen Premier

Risk Number

  • Risk Number Approaches
  • Risk Questionnaire Best Practices
  • Capturing the Risk Number of a Married Couple or Household
  • Risk Targets
  • Nitrogen for Elderly Clients
  • Defining Devastating Loss
See all 9 articles