How to set up contact settings for the client experience

Through the client portal, automated email and mobile app, clients will be able to view your contact details or even schedule a meeting. You can set up your contact preferences to configure which contact options display to your clients.

To get started, go to your settings from the Advisor Dashboard

Then, click on Client Experience Settings

Start by setting up your advisor photo and profile information. These details will be displayed to your clients next to your contact information

Next, scroll down and set up your contact preferences, including your email, phone number and calendar link.

• If any of these fields are left blank, the contact option will not display to your client
• If all fields are left blank, the entire contact section will not display

Remember to click save when you're done.

Where does my contact information display to clients?

After you set up your contact preferences, your clients can access it in a few places...

In the client portal, through a drop down on the top left:

In the automated client email:

And in the mobile app, through the "My Advisor" page: