In the Onboarding Process, where does information entered by the client appear?

• A. Bank statements for compliance
• B. Facts for advisor and the organizer for client
• C. Client's personal profile only
• D. Notes for the marketing team

Answer: (B)

During onboarding, the client’s inputs are stored as a set of facts in the system. These facts are visible to both the advisor and the organizer for the client, so everyone has access to the same up-to-date information as the plan is built. This shared view supports accurate planning and collaboration.

Bank statements are handled as separate documents for compliance, not as the core facts of the client record. The client’s profile is part of what’s captured, but onboarding facts go beyond a basic profile to include goals and financial details that inform the advisor’s guidance. Marketing notes are internal and not intended for client-advisor visibility.