After an RIA signs up for Flourish Crypto, advisors can invite new and existing clients to open Flourish Crypto accounts.
Inviting new clients to Flourish Crypto:
- Navigate to the “Invite” tab in the advisor Portal
- Enter your client’s first name, last name, and email address, and select the applicable checkboxes below
- Select the “Flourish Crypto” checkbox, and set discretionary/non-discretionary account status (if applicable) before clicking “Invite”
Inviting existing clients to Flourish Crypto:
- Navigate to the “Clients” tab on the advisor Portal
- Choose “Manage” under the relevant household
- Navigate to the “Household settings” tab
- Scroll down to “Product permissions”
- Click “Add Product” under Flourish Crypto
- If applicable, select if you would like the account to be discretionary or non-discretionary before clicking “Confirm.” Your client will receive an email notification letting them know that they can open a Flourish Crypto account