1. Immediately after your client has signed the IAA and account forms to complete the onboarding flow, they will be prompted to go to their Savvy dashboard.

    Signing Up for Savvy Wealth Advisory Services - Step 18.png

  2. If your client has never logged onto the dashboard before, they will be prompted to create their account password.

    <aside> 💡

    If we previously collected your client’s information via the Account Confirmation task, then they may have already created their account login and will not see this step.

    </aside>

    Signing Up for Savvy Wealth Advisory Services - Step 19.png

  3. Once they log into their dashboard, they will see the below timeline and message. This view will disappear after the custodian has processed their account(s), and their assets have fully transitioned to Savvy.

    Client POV post-onboarding_2.png