Advisor Account Administration

  • What are the password requirements?

      Passwords must follow the requirements below Passwords may not be reused in the last 5 iterations Passwords must contain: a minimum of 1 lower case letter [a-z] and a minimum of 1 upper case letter [A-Z] and a minimum of 1 numeric character [0-9] a...

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  • What are the logo requirements for branding?

    Logos must be under 6MB. Supported file types are jpeg, png, or svg.     

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  • How does messaging work?

    What Is It? In-app messaging allows all firm members to send and receive messages with any household in the Elements app.  Only users in a client household who have created an Elements account are able to use this feature. The feature is only available ...

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  • How do I change the name on my advisor account?

    https://scribehow.com/shared/How_to_update_your_name_in_Elements_desktop_app__vfDZX0h_SYuROzTpz185qQ  

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  • How can I customize my firm settings and reports branding?

    https://scribehow.com/shared/How_to_Customize_Firm_Settings_and_Reports_Branding__m_IaCePEQrqFkc3_V-0zww  

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  • How can I change the email associated with my Elements account?

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  • How do I add my partner/spouse to my advisor profile?

    https://scribehow.com/shared/Advisors_How_to_invite_your_own_spousepartner_to_Elements__D66gZK8JQj62Hi_JgJ8Nyg  

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  • Should I create myself as a client?

    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 ...

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  • Should I create myself as a client?

    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 ...

    Read more