How does an advisor work on a client’s scenario?

From an advisor account, open Client List and select View for the intended client. The dashboard and financial-entry pages then apply to that client. Check the name shown in the navigation before editing or running a calculation. Return to Client List to select someone else.

The advisor can optionally enter a client email on the client profile. This permits a limited client login for entering and editing their own data; it does not give them the advisor’s calculation tools or access to other clients. The client can obtain a password through the client password-reset process.

Changes made by either party are changes to the same scenario. They are not separate copies that need to be synchronized. Removing the client email revokes that login access without being the same action as deleting the client’s financial scenario.

Check the subscription status in the client list before inviting the client to sign in. An expired managed client is directed to the advisor for renewal.

Use your own scenario to become familiar with the forms and reports before adding clients. Client List is available in the side menu. The selected client’s username appears in the navigation, and page Help addresses the person whose scenario is being edited: for an advisor working on a client, “you” means that client.