Account Preferences

Account preferences are in the Advisor Portal > Gear Icon > Account > Preferences.

Do not automatically list my clients on Advisor Portal > Clients page

This setting is unchecked by default. This area allows listing all client information or using a discrete, searchable list that will not immediately preview client details. Checking this setting will create a search index list that can pull up households without exposing additional client details from your book of business.

BCC me on all client communications

This setting allows for the advisor to elect to be BCC’d (blind carbon copied) on all client communications sent on their behalf. This includes client invitation emails, task reminders, and emails concerning RightPay subscriptions.
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