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 "Summaries" in the drop-down of the Navigation Bar on the left side.
--> You will be on this page:
You will see all your client's division and class listed on the page like the screenshot above. If you didn't see any division and class, it means you haven't created a Retirement Summary yet.
---> Read "How to create a new Retirement Summary?" if needed.
Step 5: Click on the Edit button "" on the right for the summary you want to change.
Step 6: Make any changes you need in each section.
Step 7: At the bottom right, click on "Save Retirement Summary."
When you see this message pop out (as screenshot below), that means your Retirement Summary is created! Click "OK" to continue.
Please note that you cannot edit multiple Retirement Summary at once. If your group have changes in all division and classes:
--> Click on "Retirement Summary List" on the top
-->Then repeat from Step 5 to Step 7 to create as many classes as you need.
If you have any questions regarding the instructions above, please email us at email@example.com.