The Advisor Console is a second layer to the the OFX platform designed for Advisors that are managing multiple OFX client accounts. It uses a single login to your client accounts.

It provides tools for:

• Efficient client onboarding and management of client accounts.

• Monitoring client financial metrics.

• User assignment capabilities across client profiles.

Why is this page important?
Understanding the Advisor Console helps advisors leverage its tools to improve efficiency in client management, ensure compliance, and provide better service through consolidated oversight.

Next Steps

1. Log into your OFX account and access the Advisor Console.

2. Familiarize yourself with the Clients dashboard to view all managed clients.

3. Use the onboarding tools to add new clients or monitor existing client statuses.

4. Manage team members’ access via the Teams or Clients pages.

5. The Team page displays the advisors and business accounts they could access.

Related FAQ Articles

• How do I add or remove an advisor from a client account?

• How do I create a new accounting client within the Advisor Console?

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

• What steps should I take if I encounter issues with the Advisor Console?