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 "Retirement Plans" then the "Plans" in the drop-down of the Navigation Bar on the left side.
--> You will be on this page:
If you see your client shows up at the "No data available in table" section, it means the Retirement Plan for your client is already created.
---> Read "How to edit the Retirement Plan?" if needed.
Step 6: Click the button (on top right corner).
Step 7: Change the Plan Status if needed. Otherwise, just click "Save Retirement Plan."
Step 8: When you see your client listed on the page like the screenshot below, you have successfully created a Retirement Plan! You are now ready for Retirement Summary. Click "OK" to continue.
If you have any questions regarding the instructions above, please email us at email@example.com.