How can end-clients reset their Client Site password if they cannot recall their existing password?

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How can end-clients reset their Client Site password if they cannot recall their existing password?

When clients forget their Client Site password, two pathways exist to regain access. They can use the self-service option on the site by selecting "forgot password." This typically involves entering their username or email so a reset link or code is sent to the registered contact method, letting them create a new password.

If they can’t access that reset flow or can’t verify automatically, they can reach out to their advisor. The advisor can verify the client’s identity and initiate a reset on the client’s behalf, or provide a temporary access step to allow a password change.

Since both pathways are supported, this is the correct approach.

How can end-clients reset their Client Site password if they cannot recall their existing password?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

How can end-clients reset their Client Site password if they cannot recall their existing password?

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