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
Plans
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
Legacy Plans
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