Click on images to expand in a new tab
How do I switch ON Digital Advice?
Go to Tools > Adviser Profile
Under Adviser Profile (left column), use the Digital Advice toggle to enable.
📌Note
Any open clients need to be closed and reopened for the digital advice button to appear in the menu bar.
⚠️Important
For clients using Portfolio, this tool is being discontinued, as there is no longer support for it. Please enable Digital Advice.