Personalize the invitation emails sent to your clients in the Advisor Portal > Gear Icon > Account > Customization screen.
Email sent to clients where the data entry template is complete
The first email template is sent to clients for whom you have already completed the six-step data-entry process.
Email sent to clients who can still access the data entry template
The second email is sent to clients still in the six-step data entry process.
Email Example
The updates made will be reflected in the email sent to clients as illustrated below:
