Your Dashboard

Below you will learn how to login into your dashboard, the elements of your dashboard, and the available features.

Access to your Dashboard

Your advisor can send you a system generated link to create your own username, password and 4-digit PIN for your dashboard.  Bookmark the domain for future reference and remember your selected PIN because you need it when you use the Forgot Password feature.


  • Documents - all the documents you can maintain
  • People - the people appointed in the various documents


Here are the five functions you can do within your dashboard.