A client contact must be added by the group's Advisor: Inviting Clients to V3
1. Client will receive an invitation email:
2. Client will click into benefits.cloudadvisors.ca and enter their login credentials:
3. To view Reports, hover over the My Advisor menu and select Reports:
4. Categorize the shared Reports by click the side menu:
4. Click the Report you would like to view, download, or print:
5. Use the top right icons to download the report as a PDF or print it:
6. Clients will also have access to search the Solution Marketplace, and view their current plan insights and BAR Score:
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