Should I create myself as a client?

Abby Morton
Abby Morton

You shouldn’t need to create a new client for yourself. When you created your advisor account you also created a personal account. From the advisor web portal you will see your name listed with a star next to it - that is your personal account. You can then download the mobile app on your device and sign in using your advisor login and be able to experience Elements exactly as if you were a client.

 
 

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