Onboarding FAQs

• How does my client resume an unfinished web onboarding?
• How do I invite a new client or prospect on my Elements web portal?
• Incorporating Guaranteed Income Sources
• How to fix an unattached real estate loan?
• How do I know who has been invited to Elements?
• How do I delete the sample profiles that are in my account?
• Can clients upload documents?
• Custom Client Groups
• How Invite Links work for Multi-advisor Firms
• My one page plan looks small, is that right?
• Should I include the employer match in a client's Savings Rate?
• How should I treat the income and debt payments for a rental property or business?
• Should I include escrow in debt payments?
• How do I add Cash Value Life Insurance into Elements scores?
• How can I edit the contact or personal details of my Clients on the Elements platform?
• 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 via web?
• How can I merge two connected accounts?
• How do I invite a partner or spouse to a client profile after it's 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?
• Can I enable client-led onboarding after sending an invite?
• How can I create a mass invite link?