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

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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

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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

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