Whether you are on a Starter or Pro subscription, you can use the rooms function. A room can be created by you or your financial professional through their partner portal.
To add a room:
A room can be added through the Rooms area of your portal.
- In your Portal > View Rooms
- In the Room list page, click ‘Create Room’
- Add the details for the new room you want to create. The service you would like to be completed (from the drop down list) ,the Room name (usually the service you are seeking), and the description of the service. Once completed click ‘Create Room”
- Once created, the room will open in the chat tab.
- Once a room is added, yourself and your financial professional will have immediate access to the Room.
Note: Your financial professional will receive notice that you have started a Room.
- To view the room in the Rooms dashboard, simply click the Room Name in the list
- The room will open.
