How does my client resume an unfinished web onboarding?

When onboarding in Elements, your client's progress is saved automatically to prevent any loss of entered information.

To pick up where they left off, your client simply needs to return to onboarding using the same invite link you originally sent them and sign back in with the same email address they started with. They'll resume at the point where they stopped, rather than starting over.

If your client can no longer find the original link:

You can resend their invite from your advisor dashboard:

1. Open the client's household.
2. Click the three dots in the top-right corner of the client's personal details.
3. Select Invite to Elements and resend the invitation to the same email address they started with.

Your client will receive a fresh link that returns them to their in-progress onboarding.

If they're still unable to resume after resending the invite, reach out to us at [e-mail] and we'll be happy to help.

 

 

 

 

 

 

 

 

Related to

• onboarding
• client led onboarding