Currently, there is no functionality within the Advisor Console or onboarding system to retrieve or retrigger email requests that have already been sent to clients during onboarding. Once an email request has been issued, it cannot be resent automatically through the platform. If a client has not responded to an onboarding email, you may need to contact them directly to follow up.

Next Steps

1. Monitor the status of onboarding requests via the Onboarding Tab in the Advisor Console.

2. If a client has not responded, reach out to them directly by phone or alternative communication methods.

3. Consider withdrawing the pending request and re-adding the client’s code to initiate a fresh onboarding invitation if necessary.

4. Contact customer support if further assistance is required.

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