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A checklist is a list of what you need from a client. You build it once as a template, then send it to any client. Each client gets their own copy, which you can change for them.

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Item types

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Question types

A Questions item holds up to 30 questions. Each question has a type:
  • Short answer
  • Long answer
  • Date
  • Yes or no
  • Choice: give between 2 and 20 choices
  • Address

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Create a checklist

1

Name it

Go to Checklists and select New checklist. Enter a Name your team will recognise, like “New client onboarding”. Select Create.
2

Add items

Select Add item and choose Document, Questions or Connect banks. The new item opens so you can edit it.
3

Edit each item

Set the item’s options (see below). Select Done when you’re finished.
Changes save as you go. The What clients see pane shows the checklist as it looks in the portal. Switch between Desktop and Phone.

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Item options

  • Title: what the client sees. Up to 200 characters.
  • Note for the client: optional. One line under the title. Up to 300 characters.
  • Required: the checklist is complete only when this item is done. Items that aren’t required show as Optional to the client.
  • Questions: for a Questions item, select Add question, write the question and pick its type.
  • Answered from documents when we can: for a Questions item. If the client already has this fact from a document, the answer is filled in for them to check. See Facts.
A Connect banks item is done once the client connects a bank.

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Reorder, duplicate or remove items

  • Drag an item to move it, or use Move up and Move down in its menu.
  • Duplicate adds a copy straight after the item.
  • Remove takes the item out of the checklist.

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Manage checklists

The Checklists page lists your templates, with the number of items, how many clients use each one, and when it was last edited. Open a checklist’s ”…” menu for:
  • Duplicate: makes a copy with the same items, called “Name copy”.
  • Send to a client
  • Rename
  • Delete
Clients who already have a checklist keep their own copy. Editing, renaming or deleting the template doesn’t change it for them.

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Send a checklist to a client

You can send a checklist in three ways:
  • When you add a client, pick it under Checklist to send.
  • From the checklist, select Send to a client, choose a Client and select Send.
  • From a client’s page, select Request, then A checklist. Choose it and select Send.
The client gets their own copy in their portal, and an email from your firm a few minutes later. A client can have more than one checklist. On the client’s Checklist tab, select Add a checklist to send another.
You need an active subscription or free trial to send checklists. See Billing.

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One-off requests

To ask a client for one extra thing without a whole checklist:
1

Open Request

On the client’s page, select Request.
2

Pick what to ask for

Choose A document, Answers to questions or Bank connections.
3

Edit the item

The item is added to the client’s current checklist and opens for you to edit.
If the client has no checklist yet, Advisor asks you to send one first. You can also select Add item on any checklist on the client’s Checklist tab.

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Change a client’s checklist

On the client’s Checklist tab, each checklist has its own menu:
  • Add item
  • Rename checklist
  • Remove checklist: it leaves the client’s portal with its answers. Uploaded documents stay on the client’s page.
Each item has a menu with Edit and Remove. A removed item leaves the client’s checklist. Anything they sent for it stays in Documents.

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Review items

The client’s Checklist tab groups items:
  • Needs your review: the client submitted it.
  • Sent back: you asked for changes.
  • Waiting on the client: not done yet.
  • Done
Each checklist shows its progress, like “2 of 6 done”, and when it was sent. To review an item:
1

Open it

Select Review on the item. A panel opens with what you asked for and the files or answers the client sent.
2

Decide

Under Your decision:
  • Choose Approve to mark the item done. Files stay in the client’s documents.
  • Choose Send back, say what needs to change, and select Send back to the client.
A sent-back item shows Needs changes in the client’s portal, with your note. When they submit again, it returns to Needs your review. Items waiting on you also show under Needs your review on the client’s Overview tab.