How to Set Up a New Client in the Conquest Portal

Step-by-Step Guide to Inviting a Client to the Data Gathering Process via the Client Portal

Step 2: 

• If you want your client to enter their data, select Invite Client to data gathering.

Step 3: 

• This action will open the Share Settings window, where you can input the client's name and email address under the Client Access tab.
• Ensure the email address is entered accurately, then click the Invite button to proceed.

Step 4:

• A Security Question will appear for verification purposes. Create a question and answer that only you and your client will know.

Step 5:

• After clicking the Send button, the system will send an invitation email to your client via Conquest.
• The client's name will then appear in your Client Search window, accompanied by the status label Access Pending.

Step 6:

• After the invitation is sent, you can resend it at any time by selecting the Resend Invite option in the Share Settings menu.
• If the client forgets their security question or incorrect data has been entered, you can update the security question or revoke the invitation entirely by using the three-dot menu on the right.

Stage 2: The advisor checks to see if data gathering is in progress

Step 1:

• As the advisor, you can monitor whether your client has begun the data-gathering process.
• In your Client Search window, the client’s name will display with the status Data In Progress beside it.

Step 2: 

• Once a client is invited to Data Gathering, they have 10 days to activate their account and complete the process.
• If the status Access Pending remains beside the client’s name, consider following up to ensure they log in within the 10-day window.
• If the client does not complete Data Gathering within this period, their access will be locked, and they will receive a message instructing them to contact their advisor.
• Should this happen, go to your Client List view, click the three-dot menu next to the client’s name, and select Mark Data Gathering as Complete.

Step 4:

• Next, select Archive Client from the three-dot menu. You will then need to re-invite the client by following the steps outlined in Step 1.
• The client will be required to repeat the activation process.

Stage 3: The advisor checks to see if data gathering is completed

 

When your client completes entering their data in the Client Portal, you can verify their status in the Client Search window. If the data-gathering process is finished, the status Data Completed will appear next to the client’s name.