Create a self-serve link when you want clients or prospects to enter their own name and email before beginning Client Discovery.
Before you begin
Client Discovery must be enabled for your workspace.
If the signup page should reflect your firm colours, confirm the branding colours in Advisor Settings.
Generate and share the URL
From the Advisor Dashboard, open Client Discovery.
Select + GENERATE SIGN UP URL.
Copy the advisor-specific signup URL.
Share the link through your approved website, email, or messaging process.
The client opens the link, enters their name and email, accepts the Client Discovery terms, and creates their portal account.
After they complete Discovery, review the submitted information in the Evaluation.
The signup URL starts the same Discovery intake used for a new client invitation. It does not skip the questionnaire or produce an automatically approved plan.