Stratifi now offers you the ability to have your clients share their held-away accounts with you.
1. Log into your Stratifi platform and click on the Clients (or Prospects) link
2. Select the client or prospect you would like to add an account for
3. Scroll down to the bottom page and click on the Add Account button.
4. A pop-up will appear asking if you are managing the account or not. Make a selection and click the Next button. Don't worry if you select the wrong open, this can be changed later on after the process is completed.
5. At the next pop-up, select either Send an email or Copy the link. If you select Send an email, you will be able to send an email that contains the link to share accounts directly from the platform (see screenshot example below). If you select Copy the link, you will save the share accounts link to your clipboard. From there, you can paste it into an email created from your own email client.
Note - If the client or prospect is sitting with you, you can paste the link directly into a new browser tab/window and link their account(s).
6. Once the link is accessed, you will be shown the following screen. Click the Start Sharing Now button to begin the linking process.
7. Follow the instructions (see example screenshots of the process below)
8. Once you have linked your accounts, you should see the following screens:
The image below is shown once the Continue button in the above screen is clicked.
Shortly after this, the linked accounts should be shown in Stratifi under the relevant client or prospect. It could take a few minutes for the system to calculate the Prism/Portfolio Risk score. If not, please contact support@stratifi.com for assistance.