Auto Deletion of Un-Activated Client Sites

Starting on April 4^th, clients will now have a 30-day window to accept their Client Site User Agreement. If your clients do not accept the agreement within that timeframe, their websites will be automatically deleted as an additional security measure.

Since this policy will apply to all current and future Client Websites, we recommend using this as an opportunity to reengage your clients and ensure they’re taking an active role in their finances.

Here’s a sample communication you can send to your clients who have active Client Sites but have yet to accept the User Agreement: Download Sample Letter.

Don’t know if a client has accepted the User Agreement? Follow the steps below to find out:

1. Navigate to the Client Overview and click on the globe icon at the top right of your screen.

1. Then, the Client Site Dialog Box will appear and display a Last Logon
2. If the Last Logon field says “Never,” then the client has not logged into the client site and accepted the User Agreement