Flourish is exclusively offered through a select group of independent financial advisors today (with the exception of our employees, friends and family).
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?