How does a client update their fact find?

The client can update their fact find by following these steps.

The Fact Find can be accessed by the client in two ways.

Firstly, they can select the Fact Find option available on the home page through the Home Page Navigation.

Alternatively, they can access the Fact Find by clicking on the 'Fact Find' option in the left column menu through the Left Column Navigation.

Once the client has entered all the necessary information into the Fact Find, they can proceed by clicking on 'Prepare to Submit'. This action will send the completed Fact Find information to the advisor for review. This process ensures a seamless submission of information from the client to the advisor, facilitating effective communication and collaboration between the two parties.