Template Text Glossary

Template Text Glossary

The following table describes which Key when Adding or Editing a Template Text will affect which area of the Client Portal.

Key Location Screen
About Us Appears on the right side of the Overview tab and after clicking About Us on the bottom-right of the Client Portal.
Account Disclosures Button The text of the button used to advance after reading the Account Opening Disclosures.
Account Opening Disclosures Text that appears at the bottom of the screen during the account opening process.
Account Owner Help Text The text that appears below the workflow checklist as clients are entering their personal information for the Account Owner area of account opening.
Account Records Not Used
Account Status/Opened Not Used
Account Status/Pending Not Used
Account Status/Signatures Not Used
Account Status/Subtext Not Used
Account Summary Help Text The text that appears below the workflow checklist within the "Confirm, Sign & Submit" area of account opening.
Account Type Disclosures Page Text that populates on page following the selection of an Account Type when opening a new account.
Account Type Selection Help Text The text that appears below the workflow checklist while a client is selecting the Account Type during the account opening process.
Account type label Brokerage (Wealth Platform Only) ​Text that appears for the “Brokerage” account type category. Found when opening a new account within ​Grow Practice > Dashboard​, under the Account Type chevron. This change will not be reflected on the Client Portal. If you are updating this section, make sure to click Source in the editor controls and remove HTML tags.
Account type label Custodial & Guardian (Wealth Platform Only) ​Text that appears for the “Custodial & Guardian” account type category. Found when opening a new account within ​Grow Practice > Dashboard​, under the Account Type chevron. This change will not be reflected on the Client Portal. If you are updating this section, make sure to click Source in the editor controls and remove HTML tags.
Account type label Frequently Used ​Text that appears for the “Frequently Used” account type category. Found when opening a new account within ​Grow Practice > Dashboard​, under the Account Type chevron, or in the Account Type step of the Client Portal. If you are updating this section, make sure to click Source in the editor controls and remove HTML tags.
Account type label Retirement Text that appears for the “Retirement” account type category. Found when opening a new account within ​Grow Practice > Dashboard​, under the Account Type chevron, or in the Account Type step of the Client Portal. If you are updating this section, make sure to click Source in the editor controls and remove HTML tags.
Account/Account Transfer Not Used
Account/Beneficiaries
Account/Estate Not Used
Account/Executor Not Used
Account/Funds Transfer Not Used
Account/Guardian / Custodian Not Used
Account/OWM/Opened-Error Pershing Only
Account/OWM/Pending-Error Pershing Only
Account/Platform/Opened-Error Pershing Only
Account/Platform/Pending-Error Pershing Only
Account/Thank You Thank you message displayed after a client successfully completes account opening.
Account/Trust Not Used
Account/Trustee Not Used
Advisor Change notification email Body text of email sent automatically when the advisor for an account is changed.
Analytics/Long Disclaimer Text that is displayed when "..." is clicked at the end of the Short Disclaimer.
Analytics/Short Disclaimer Text that is displayed when the user clicks View More Analytics after completing the questionnaire or after clicking the Edit Portfolio ellipses.
Attributes Help Text The text that appears below the workflow checklist within the Cash & Dividends area of account opening.
Backtest Chart The disclosure text under the detailed portfolio analytics view when viewing the Historical chart.
Billing Invoice Disclaimer Text that appears at the bottom of the billing invoice.
Contact Us The text that appears on the top of the Contact Us page. The Contact Us link is available on the bottom of the Client Portal.
Contact Us Response The text that appears after a user submits a question via the Contact Us page.
Disclosure Language Text at the bottom of all system-generated emails.
Disclosures The text that appears after clicking Disclosures on the bottom of the Client Portal.
Documents Page Help Text The text that appears on the right side of the Documents tab.
Edit Risk Profile Help Text The text that appears on the bottom of the Client Portal on the Profile page.
Error Text Generic error text on the client portal.
Expected Return / Volatility Disclosure The text near the bottom of the Recommended Model widget on the right side of the Risk Profile Questionnaire.
Footer
Former employer’s plan Text that is displayed when an end user chooses to transfer an account, selecting "Former Employers Plan", in step 4 of the account opening process. - This option MUST be turned on within Run Business > Firm Profile > Custodians > Funding - Account Transfer first.
Fund Transfer Help Text The text that appears below the workflow checklist within the Funds Transfer area of account opening.
Future Forecast The disclosure text under the detailed portfolio analytics view when viewing the Future Forecast chart.
Home Page Footer Disclosure The text that is at the bottom of the Overview screen of the Client Portal.
Implementation Questionnaire Help Text Appears on the implementation questionnaire after completing the Risk Profile Questionnaire.
Initial Control Bar Sub-text that clients and prospects will see upon logging in for the first time and prior to completing the Risk Profile Questionnaire.
Investment Performance Sidebar Disclosure Text appears below the performance report on the ride side of the Investments tab on the client portal.
Investment Statistics Text that appears below the Portfolio Analytics chart when choosing Investment Statistics from the drop-down within the Details section of a portfolio.
Investments Page Activity Widget Help Text Text that appears under the Activity widget within the Investments tab of the Client Portal.
Investments Page Holdings Widget Help Text Text that appears under the Holdings widget within the Investments tab of the client portal.
Investments Page Performance Widget Help Text The text that appears in the Performance widget of the Investment tab.
Landing Body The text that appears in the body of the landing page. Right above the call-to-action to get started.
Landing Header The first line of text that appears on the landing page.
Landing Title The topmost text within the banner on the landing page.
Make deposits and withdrawals Text that appears below the "Make deposits and withdrawals" header in the Transfers tab.
Modified Recommendation Help Text Text that appears to the right of the portfolio after you have completed the implementation questionnaire.
Net Worth Explainer Text The text that text that appears on the Net Worth tab.
Net Worth Page Help Text The text that appears on the right side of the Net Worth tab.
Opportunity name Not Used
Opportunity name plural Not Used
Performance Chart Disclosure Text that displays below the performance breakdown graph, when clicking See Details within the Investments tab.
Plan Page Help Text The text that appears on the right side of the Plan tab of the Client Portal.
Plan Tab – Ready to begin? The text that appears after clicking the Plan tab in the Client Portal.
Planning Upsell Text that appears within the Plan tab, before you have created any plans.
Portfolio Creation Text The text that guides clients and prospects to create a portfolio.
Portfolio Selection Help Text
Privacy Policy The text that appears after clicking Privacy Policy on the bottom of the Client Portal.
Privacy Policy Subheader
Profile Page Help Text The text that appears on the right side of the Client Portal on the Profile page.
Prospect Marketing Text that appears beneath the model graph, after a prospect finishes the questionnaire.
Questionnaire marketing The text that appears on the Overview tab that highlights the benefits of your firm’s models.
Recommendation Page Help Text The text that appears once a solution has been selected as the firm’s recommendation.
Risk / Return The disclosure text under the detailed portfolio analytics view when viewing the Risk/Return chart.
Rollover account warning body The text that appears in a pop-up message when a user selects a rollover account on the account type screen.
Rollover account warning header The text that appears in a pop-up message when a user selects a rollover account on the account type screen.
SSN Validation Error
Solver Page Help Text The text that appears on the right side of the Client Portal once the client clicks Help me fix it if their goal is unreachable with the current settings. This page is referred to as the Solver because it gives options for clients to solve their goal.
Terms & Conditions The text that appears after clicking Terms & Conditions on the bottom of the Client Portal.
Terms & Conditions Subheader Not Used
Transfer Page Help Text The text that appears on the right side of the Transfer tab.
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