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This guide takes you from a new account to your first client with a checklist.
Advisor is in Closed Beta. If you don’t have access yet, join the waitlist.

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1. Set up your firm

Sign in at advisor.redbark.com. The first time you sign in, Advisor asks you to set up your firm in two steps.
1

Your firm

  • Firm name: clients see it in their portal and in every email.
  • Logo: select Upload. Use a PNG, JPEG, WebP or SVG image of 1 MB or less. Square works best.
  • Brand colour: pick a suggested colour, or type a hex value like #1F5A45. It colours buttons and highlights in your portal and emails.
The Preview shows how your portal will look. Select Continue.
2

Invite your team

This step is optional.
  • Enter a colleague’s email and choose Member or Admin.
  • Select Add another for more rows. You can invite up to 10 people here.
  • Select Send invite, or Skip to do it later.
Each colleague gets their own sign-in. See Team for what each role can do.
You land on Clients. You can change your name, logo and colour later in Branding.

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2. Make a checklist

A checklist is a reusable list of what you need from a client.
1

Create it

Go to Checklists and select New checklist. Give it a name, like “New client onboarding”, and select Create.
2

Add items

Select Add item and choose Document, Questions or Connect banks. Changes save as you go.
See Checklists for every item type and option.

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3. Add your first client

1

Open New client

Go to Clients and select New client.
2

Enter their details

Enter the Client name and Email.
3

Choose a checklist

Under Checklist to send, pick the checklist you made.
4

Invite them

Leave Send invite now on and select Add and invite.
The client gets an email from your firm with a link to their portal. Select Preview portal in the dialog to see what they will see.

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4. Review what comes back

When the client submits an item, their status on the Clients list changes to Needs you. Open the client and go to the Checklist tab. Select Review on an item, then Approve it or Send back with a note.

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Next steps

Clients

Invites, the client page and its tabs.

Client portal

What your clients see.

Messages

Talk with your clients.

Billing

Your free trial and plan.