The advisor must provide the username to the client. The password will be mailed to the client’s mailing address after account approval.
Please Note
- This mailing cannot be white branded.
- If a client wants to log into their account before receiving the password in the mail, they must call Client Services to reset their password.
You can see an overview of how to invite prospective clients in the Traders' Academy: Inviting Prospective Clients study notes.
Additional Information