Restrictions
Once closed due to security timeout or completion, a household's Discovery link cannot be re-opened for completing interviews or updating maps.
đPlease review: Post-Discovery Activities (for completed or timed-out interviews).
Please visit this resource to examine best practices about client updates to their Asset-Map.
Resend a Household's Interview Link
A household's interview link can be resent to the client by the advisor within 14 days. If the client has not completed the interview, or if the link has not reached its 14 day expiration date, they can be sent their link and will be able to pick up where they left off.
The client does not receive notification on how many days are left to complete their online interview. We recommend the advisor set a follow-up task on their calendar.
Use the "Send Discovery" arrow icon on the client's Discovery table entry to copy the link to send to the client. The 14-day expiration date remains in effect. The client will continue the Discovery Interview where they left off.
Can Clients View their Asset-Maps?
The current options for client viewing is as follows:
Invite a client to set up a log-in to view their Asset-Map. Please see Client Portal FAQ.
Send the client a copy of their map using email or mail.
Post their Asset-Map to their Black Diamond timeline if integrated with Black Diamond.
Store their map in a vault accessible to them through a third party portal.
Store their map in one of our integration partners file storage solutions. This may provide the advisor a secure, compliant method for sharing the map with their client. Please check with your compliance department's requirements.