Onboarding FAQs

• My client didn't finish web onboarding. How can they pick up where they left off?
• 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?
• Should I incorporate the employer match in Savings Rate?
• How should I treat the income/debt payments for a rental property or business?
• Should I include escrow in debt payments?
• How do I incorporate Cash Value Life Insurance into Elements scores?
• How do I incorporate future retirement income like a pension or social security into a client’s Elements profile?
• How can I edit the contact or personal details of my Clients on the Elements platform?
• When clients are adding their information to Elements, should annual spending include debt payments?
• What is the recommended practice for adding credit cards, their interest, and payments?
• How should I handle different types of ownership (like JTWROS, TEC, or trusts) in Elements?
• How do I merge asset/debt accounts in Elements?
• What happens if my login credential change for a connected institution?
• My connected accounts are showing $0 balances - what do I do?
• How do I connect accounts using Plaid?
• How can I re-send a failed Elements invitation?
• Can clients login on Web?
• How can I merge two connected accounts?
• How can I invite a partner/spouse to a profile after they have been created?
• Can I add a picture to a client profile in Elements?
• Do client accounts created using Invite Links create prospect or onboarding profiles?
• I sent a client an Elements invite without enabling client-led onboarding. Can I change that?
• How can I create a mass invite link?