Client Discovery is an optional add-on. If it isn't on, you won't see Client Discovery in the left menu.
What the add-on includes
Here's what you get:
The Client Invites page, where you invite clients and track progress.
The client questionnaire.
The client portal, with the dashboards, Wealth Insights and Client Mode services you choose to grant.
Add Client Discovery
Click your name in the top right corner and select Billing & Payments.
Select Change Plan, keep your current plan and select Next.
On Other Plans (Optional), select Client Discovery.
Confirm the change.
Accept the Client Discovery terms
The first time you open Client Discovery, you're asked to accept the Client Discovery terms.
Select I agree to the Client Discovery Terms of Service.
Select Continue.
You can't invite clients until you've done this. Each advisor does this once for their own login.
Check that it worked
Client Discovery appears in the left menu, below Client List. If you don't see it, refresh your browser, or log out and back in.
Troubleshooting
Still no Client Discovery after adding it. Log out and back in. If it's still missing, contact support with the email address you log in with.
You didn't add the add-on but you can see it. Some plans include Client Discovery. If it's in your left menu, it's active for you.
An error says the add-on isn't enabled when you invite someone. The add-on isn't active for the account you're logged in with. Check Billing & Payments.
Using a workspace? Your firm manages access. Contact your firm administrator.