You may at some stage want your client to review your products and services whilst you’re together.
1. From the Clients screen, locate your client from the client list and select View account.
2. Once in their account, select the my financial review tile – the first box on their dashboard.
3. On the products and services screen, select which tiles your client would like to review, followed by the Next at the bottom of the screen.
4. The next screen will reconfirm the services you have selected and ask you to Submit.
You will be notified via email the requested services you have just selected.