How Clients & Prospects Can Upload Docs to Advyzon
- 11 Financial |
- 15 steps |
- 3 minutes
1
Clients will navigate to <https://client.myadvisorlink.com/auth/users/webportal/75901>
2
Your client/prospect will enter their login credentials
3
Your client/prospect will be asked to enter their full email address:
4
Your client/prospect will receive the following email:
5
Your client/prospect will need to copy the code in the email, in this case: "15622781"
6
Your client/prospect will enter their Verification Code here:
7
Your client/prospect will need to re-enter their password, then click "Next"
8
Once your client/prospect has logged in to their portal, they will click here:
9
Client/prospect will click "Browse Your Computer" to search for the file they need to upload
10
Once the file has been selected, they will click "Upload"
11
Once file has been successfully uploaded, this notification will appear:
Advisor Perspective: Notification Received When Client/Prospect Uploads a New Document
12
You, as the advisor, will receive this email when your client/prospect uploads a new document:
13
Email contains the document information your client/prospect uploaded. To view the document, click here:
14
You will be redirected to login to your Advyzon account
15
Once logged in, you will directed to the "Documents" tab of your client/prospect profile and see the document:
