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Elements Help Center
Client Experience
Client Experience
Tools to help you understand your client's experience
Videos
Client Onboarding Instructional Video and Checklist
How can a client fix a disconnected Plaid account?
Elements on Android
How to connect your accounts
Emails
What emails do my clients receive when onboarding?
Email template - Introducing Elements to clients
Sample Email Templates to Introduce Elements to Clients or Prospects
Resources
Scripts for Introducing Elements to Clients
Images to Use Elements in Presentations
Introducing Elements Flyer
Do you have a presentation I can use to teach my clients about Elements?