Thank you
Your platform setup is underway
We’re excited to bring you a seamless, collaborative planning experience.
Here’s what happens next:
- DocuSign Agreements: Expect an email from DocuSign that includes our Master Services Agreement & Order Form.
- Complete the Advisor Portal Setup Form: This form collects essential details to configure your advisor dashboard. Advisor Portal Set Up
- Platform setup in progress: Our team is actively working on setting up your platform. This process is handled manually to ensure everything is tailored to your needs.
- Launch notification: Once everything is ready, we’ll notify you that your platform is live and ready to use with your clients.
No immediate charge
Your card won’t be charged until your platform is fully set up and ready to go.
If you have any questions in the meantime, feel free to reach out to us at Advisor-Services@boldin.com.