System Tutorials

  • Mobile App Video Tutorials

    Learn how to navigate the Elements mobile app from the client's perspective Learn how to connect accounts on the mobile device using the Plaid interface    

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  • System Tutorials

    The videos below will help you learn how to use the technology powering Elements. We recommend you watch all of these as you get started with the system for the first time.   Learn how to set up your advisor account for the first time and customize your...

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