The platform does not support bulk onboarding of multiple clients simultaneously at this time. Each client must be onboarded individually through the platform. While bulk onboarding may be considered for future development, advisors and accountants need to manage client onboarding on a case-by-case basis for now.

Why is this page important?
Knowing the current limitations helps set realistic expectations and plan your client onboarding workflow effectively without relying on unavailable features.

Next Steps

1. Onboard clients individually using the standard onboarding process in the platform.

2. Keep track of each client’s onboarding status via the platform dashboard.

3. Communicate clearly with clients about their individual onboarding requirements.

4. Stay informed about any future updates or enhancements to the platform that may introduce bulk onboarding.

Related FAQ Articles:

• What is the advisor console and what do I use it for?

• How can I monitor the status of my clients’ onboarding?