Welcome to Elements! This article will help you get started with our platform.
1. Watch the Getting Started video
When you first log in to Elements, you'll be greeted with our Getting Started video. We recommend taking a few minutes to watch it. It will help orient you to the platform and show you how to add your first client, add assets and debts, and more.
If you'd like to watch it later, you can access it anytime by clicking the question mark at the bottom-left of your screen.
2. Experience client onboarding yourself
Elements has a streamlined onboarding experience for clients and prospects. This questionnaire plays an important role in introducing clients to Elements, and we recommend trying it out yourself. It takes about 10 minutes to complete, and you'll be prompted to complete it each time you log in until you click Get Started.
Note that you do not need to create a profile for yourself, since we already created one for you. When you click Get Started to onboard yourself, sign in with the same credentials you use for the web platform.
You'll notice your profile is marked with a star icon in the onboarding client list. If your firm has multiple advisors, they won't be able to see the data entered on your starred profile.
Related: Should I create myself as a client?
3. Set up your advisor profile
Click the gear icon in the top-left of your screen to set up your profile. Here you can update your advisor account information, add an email signature, and turn on 2-step verification.
Under Firm Settings, you can add your firm branding and custom disclosures. When updating firm branding, you can add your firm's logo and primary color (using a HEX code). This branding appears in:
- The client onboarding questionnaire
- Invite links
- Reports like the One-Page Plan, Personal Financial Statement, and more
Note: Logos must be under 6MB. Supported file types are jpeg, png, or svg.
Related: How can I customize my firm settings and reports branding? · What are the logo requirements for branding?
4. Connect your managed accounts
You can connect your managed accounts using our Morningstar ByAllAccounts integration. Click the integrations tab (the puzzle icon) and select Morningstar ByAllAccounts, then request access to begin the process.
We've created this guide that details each step of the process.
Note: the exact process for connecting managed accounts will vary depending on your custodian.
Related: ByAllAccounts Integration Quick Start Guide · How do I get access to custodian integrations through ByAllAccounts?
Next steps
Once you're set up, keep going with:
- System Tutorials — short videos covering the whole platform
- How do I invite a new client or prospect on my Elements web portal?
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