Monitoring Client Portal Activity (Digital Advice)
The Grow Practice > Digital Advice tab is where admins and advisors can monitor the status of the account opening process for end-client users. It is also possible to view the Client Portal from the end-client’s perspective to assist in any way needed or just gain perspective on the end-client’s process.
Status of Accounts
| Status | Description |
| In Progress | Client has begun the account opening process. |
| Submitted | Client has completed the account opening paperwork, passed LexisNexis, and completed the DocuSign process. |
| Signatures | Account opening paperwork is awaiting additional signatures, such as from a Joint Owner or the Advisor. |
| Pending | Account opening paperwork is signed and sent to the Custodian for processing. |
| Pending - Error | Error submitting paperwork. Click the error for more info. |
| Opened | Documents have been successfully processed and the Account is now open with the Custodian. |
Viewing the Client’s Client Portal
It is possible for the Advisor to view a specific client’s experience on the Client Portal through the Digital Advice tab.
- Navigate to Grow Practice > Digital Advice.
- Locate the Client opportunity you want to view. (Use the search bar in the upper right for fastest access.)
- At the end of the Client’s row, click the
under the View column. The Client Portal will open in a new tab. - When you are finished, click in the upper right.
Note: This is view-only access. You will not be able to open an account, sign on behalf of the client, or make any other changes from this view.
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