Complete Personal Profile

Spend a few minutes completing your personal profile. We recommend following the “client led onboarding workflow” when you first log into the app. This is what most prospects and clients will experience so it’s best to complete it as they would so that you can understand the workflow and provide guidance if needed.

Pro Tip: Once you are in active client status, you will always see your personal profile with the ⭐ next to it. This will be hidden from other advisors in your firm.

Congrats on completing the first steps for getting started with Elements! Your log in should be set up, your customized firm settings in place, and your personal profile built.

For more help or resources, refer to our Knowledge Base.