Skip to main content
Elements Help Center Help Center home page Help Center
Community My tickets Submit a ticket
Sign in
  1. Elements Help Center
  2. Onboard
  3. Onboarding FAQs

My client didn't finish web onboarding. How can they pick up where they left off?

Colton Etherton
Colton Etherton
  • May 10, 2024 19:53

If your client left onboarding before finishing the questionnaire, they can access it again by using the link below. 

 

https://my.getelements.com/

Related to

  • onboarding
  • client led onboarding

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Related articles

  • Incorporating Guaranteed Income Sources
  • Client Onboarding Instructional Video and Checklist
  • How To Engage Clients For The First Time
  • How do I connect accounts using Plaid?
  • Custom Client Groups

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • My client didn't finish web onboarding. How can they pick up where they left off?
  • Incorporating Guaranteed Income Sources
  • How do I fix an unattached real estate loan?
  • How do I know who is invited to Elements?
  • How do I delete the sample profiles that are in my account?
  • Can clients upload documents?
  • Custom Client Groups
  • Invite Links and Multi-Advisor Firms
  • System Tutorials
  • My one page plan looks small, is that right?

See all 35 articles