Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client! You will see the name is locked in the Group search bar.
Step 4: Click on the "Group," then the first "Group" in the drop-down of the Navigation bar on the left side.
Step 5: You will see your client listed here (as screenshot below). Click on the "Edit" button (circled in orange).
Step 6: Make any changes you need on the Group page.
You can also edit the Benefit and Retirement Advisors/Support Staff by clicking and editing the corresponding text boxes under Benefit Advisory/Retirement Advisory sections.
Step 7: After you enter all the information you need, scroll down to the bottom and click to save the page.
You will receive this message below. Click "OK" to continue.
If you have any questions regarding the instructions above, please email us at email@example.com.