How can an advisor complete the onboarding process in Expervise

1. Access Your Gmail
   Open your Gmail account and locate the invitation email.

   

2. Accept the Invitation
   Click on the invitation link provided in the email to proceed.
   

   

3. Complete the Registration Form
   After accepting the invitation, you’ll be directed to a registration form. Fill in all required fields and create a strong password.

   

4. Log In to the System
   After registering, log in to the system using your email address and password. You will then be able to use the system successfully.

Notes: You can also complete the owner onboarding process with the help of this video.

Video Link : https://share.nmblc.cloud/493fd28c