How to log in as a Trusted Advisor

Modified on: Fri, 17 Aug, 2018 at 11:50 AM

To sign in as a Trusted Advisor you will begin by logging in with your credentials same as the web application.


Select the mean menu screen and click the drop down arrow by your email. You will see a list of clients below. Scroll to the client you want and select there name.

Step 2

This will now give you access the section in their Vault you have permissions for.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.