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:
You will see your client listed on the page like the screenshot above. If you didn't see your client's name listed here, it means you haven't created a Benefit Plan yet.
---> Read "How to create a new Retirement Plan?" if needed.
Step 6: Click on the Edit button "" on the right.
Step 7: Make any changes you need, and click on "Save Retirement Plan" to save the pages.
When the system brings you back to this page with your client listed (as screenshot below), it means you have successfully edited the Benefit Plan! Click "OK" to continue.
If you have any questions regarding the instructions above, please email us at firstname.lastname@example.org.