Embedded Files
Submitting a New Client Case
Submitting a New Client Case
Creating a client and risk assessment.mp4Forms Checklist: (email forms to IASupport@financialtransparencyllc.com)
Forms Checklist: (email forms to IASupport@financialtransparencyllc.com)
Asset Allocation Case Submission Form
Investment Advisory Services Agreement
The client must receive ADV Form 2A and 2B at the time you give them the IAS Agreement
Risk Questionnaire (in Advyzon or paper)
Client Portal
Client Portal
Website Portal Version 1 Overview
Website Portal Version 1 Overview
Website Portal Version 1 Accounts
Website Portal Version 1 Accounts
Website Portal Version 2 Overview
Website Portal Version 2 Overview
Website Portal Version 2 Accounts
Website Portal Version 2 Accounts
Mobile Portal Overview
Mobile Portal Overview
Mobile Portal Accounts
Mobile Portal Accounts
To update portal versions, or to activate your clients mobile portal please contact your team at Financial Transparency or see instructions below.
To update portal versions, or to activate your clients mobile portal please contact your team at Financial Transparency or see instructions below.
Activating Mobile App for Clients
Activating Mobile App for Clients
To activate the mobile app for a client
Go to the client you would like to activate the app for.
Select the "Client Portal" Tab
Check the box next to the client portal or portals you want to enable mobile for.
Select the "More" button and find " Mobile Setup"
Select the options by adjusting the sliders
Click "Apply" to finish the activation
Updating Clients to New Web Version
Updating Clients to New Web Version
You have the ability to select individual clients or multiple clients to switch to the updated Portal 2.0.
From the Client Portal App, select the client portal account that you want to transition
Click the More menu at the top of the grid
Select Upgrade to V2
Select the portal template you want these clients to view when they log in
Click Apply
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