When you invite clients, our system will automatically send an email invitation letting them know that you have invited them to Flourish. On an ongoing basis, we will send informational emails about transfers, changes to their account settings, and key product updates. If you would like to experience the exact communications we send to clients, we’d encourage you to invite yourself as a client of Flourish.
Articles in this section
- How can I invite clients to Flourish Crypto?
- How can an Executive turn on/off an advisor’s Crypto trading permissions for client accounts?
- If an RIA signs up for Flourish Crypto, does each advisor have the ability to offer Flourish Crypto to their clients?
- 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?