Can I export my clients' information to Excel?

Yes, you can export your clients' information to Excel. From the Contacts tab, click the Download icon and select “Contact Summary to CSV”.

Additional Information

To find out more about exporting contact information, see the Advisor Portal Users’ Guide.

How can I check if my client is Two-Factor authenticated?

How can I view in bulk all pending items my clients need to complete?

How do I add contacts?

Are prospects of an advisor account shared amongst different users?