Each firm will create accounts for one or more Executives who have the ability to invite Advisors, view all clients of the firm, and assign and unassign Advisors to clients. You can learn more here.
Articles in this section
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can my client change advisor visibility settings?
- How can I set up an integration through eMoney, Orion, or Tamarac?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?
- What types of accounts does Flourish Cash support?
- How can I resend an invitation to a client?
- On the active clients list of the advisor portal, why is there a “—” next to my client’s name?
- What do I do if I sent an invitation to the wrong name or email address?