Resources FAQs

• How can I set up Multi-Factor Authentication?
• What happens to my clients if I cancel Elements?
• What notifications do clients receive in Elements?
• How do I cancel my subscription?
• How can I manage my billing?
• How to clear your web browser's cache and site data
• What are the password requirements?
• Can the Elements app be downloaded internationally?
• Is in-app messaging encrypted?
• How secure is the data I enter into Elements?
• ByAllAccounts additional FAQs
• Assigning and Unassigning ByAllAccounts in Elements
• Troubleshooting ByAllAccounts Aggregation Errors
• ByAllAccounts AccountView Guide
• ByAllAccounts Integration Quick Start Guide
• ByAllAccounts Integration Overview
• How do I get access to custodian integrations through ByAllAccounts?
• Can I export client data from the Elements portal?
• How do I remove a connected institution in Elements?
• How can I revoke a client's access to the app without deleting their data?
• As an advisor, can I track client activity in the Elements app?
• How can I restore client access to Elements after revoking it?
• What are the logo requirements for branding?
• How does messaging work?
• How do I change the name on my advisor account?
• How can I customize my firm settings and reports branding?
• How do I add my partner/spouse to my advisor profile?