Client Account Templates

Many Advisors collect information from prospective clients on their own websites, then send an invitation to complete an electronic application. You can create a Client Account Template and add the template application link to your own website with a custom ID that lets you match the information in the application to the information you've already collected on your website.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Client Account Templates.
  2. Do one of the following:
    • Click the Add + icon.
    • Click the Edit icon (pencil) next to an existing account.

    The Client Account Templates page opens.

  3. Enter the Template Name.
  4. Enter Account Details then click Continue.
For more information on this topic, please click here.