Yes, you can call our Client Support team on behalf of your clients to discuss information that you can see within the Advisor Portal, such as current balances and the status of any outstanding invitations, unless the client has opted out of sharing such information with you. We can also help you update email addresses you’ve sent invitations to, and can resend invitations on your behalf.
Articles in this section
- How do the Household Tags work?
- How does Advisor Teams work?
- How can I view my client’s listed beneficiaries?
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can I view my client’s Flourish Cash ACH account and routing numbers?
- How can my client change advisor visibility settings?
- What financial planning and reporting integrations are available for advisors?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?