▲ 6 r/CFP
LPL account view guide
Does anyone know if there is a client friendly guide for the account view app?? I’ve found the account view guide for the full site but not the app.
I know it is a relatively straightforward app, but I also know that clients tend to forget where things are in the app if they’re not using it all the time.
My goal was to give clients something that they can refer back to if they need to find their tax forms or change their electronic delivery on something.
I couldn’t find one so I created one and submitted it to ART but they told me that I needed to use what was available in the resource center, and I just can’t find one.
Am I missing it altogether or is there not one?
u/Additional-Refuse187 — 4 days ago