Whether you are on a Starter or Pro subscription, you can use the rooms function.
A room can only be created by your financial professional through their portal. You cannot add a room yourself.
Once a room is added by your financial professional :
- In your Portal > View Rooms
- In the Room list page, you will see Active Rooms - these will be the ones your financial professional has created, representing jobs or tasks that are being completed for you.
- Once a room is added, yourself and your financial professional will have immediate access to the Room.
To View your rooms list:
- To view the room in the Rooms dashboard, simply click the Room Name in the list
- The room will open.