When you’re ready, you can send the form to the client, either via the Client list or the Fact finds area of the portal.
1. Clients>Client list: Find your client’s name in the Client list and click on the Fact finds icon under Actions.
2. Find the form you would like to send and click on the arrow under the Actions column.
3. A pop up notice outlines what will be sent to your client via email. If you do not want to send click “Close”, otherwise click “Assign (Form Name)” to send the form to your client.
4. The client will receive an email and a To-do push notification on their mobile app with a link to the form.
Note: The To-do will be added to your client’s portal with a due date of 14 days. The client will also see that they have a digital fact find to complete as a notification at the top of their wealth portal.
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