The following videos are found throughout the Help Center in their related help articles, but are collected here for easy access.

Firm Setup

• Adding Advisor Codes
  
• Adding Advisors
  
• Advisor Profile Settings
  
• Splitting Advisor Codes
  

Client Portal Management

• Client Portal (OWM) Overview
  
• Creating Client Portal FAQs
  
• Subtenancy Overview
  
• Activating and Configuring Subtenant Client Portals
  

Billing

• Setting Billing Defaults
  
• Creating Fee Schedules
  
• Creating Account Overrides
  
• Applying Discounts
  

Digital Onboarding

• Advisor-led Account Opening
  
• Advisor-led DocuSign Process
  
• Client-led Account Opening Process
  
• Client-led DocuSign Process
  
• Resolving LexisNexis Failures
  
• Uploading Wetsigned Documents
  

Managing Clients

• Creating Views
  
• Client User Management
  
• Resetting a Client’s Password
  
• Client Password Self-recovery
  

Reporting

• Running the Report Packager
  
• Report Packager Configuration and Creation