Single Sign On To AdvisorVault

Click on Partners on the Sidebar Menu and then click on the little down arrow next to AdvisorVault's icon.

You can log into AdvisorVault from inside Advisors Assistant as long as you do theAdvisorVault Setup first.

Log into the AdvisorVault Web Site (Single Sign On)

Once you have set up AdvisorVault, you can go to AdvisorVault's web site with a single click on the Advisors Assistant Sidebar Menu.

Click on the little down arrow for the menu.

Click on the little down arrow for the menu.

To SSO to AdvisorVault:

1.Click on Partners on the Sidebar Menu.

2.Click on the AdvisorVault icon or down arrow next to the AdvisorVault icon.  If you do not have an account with AdvisorVault, clicking on the main AdvisorVault icon will take you to a help topic.

3.Click on Open AdvisorVault

Single Sign On Result And File Creation Result

Single Sign On Result And File Creation Result

All of the client folders (aka vaults) are listed when you sign onto AdvisorVault from Advisors Assistant.

Note: If the advisor has not established their permanent password in AdvisorVault, he will get an AdvisorVault Change Password Screen on the AdvisorVault web site.

See Also

Advisor Vault Setup

AdvisorVault Web Site

Bursting Reports Into Individual PDF Files

Using AdvisorVault From Inside Advisors Assistant

Creating Individual Client Vaults From Inside Advisors Assistant

Using Selection Reports To Create Multiple Client Vaults At The Same Time

Adding A File To AdvisorVault

Uploading Burst PDF Reports To Clients' Vaults

Viewing Files Stored In AdvisorVault From Inside Advisors Assistant

Keeping Advisors Assistant and AdvisorVault Synchronized

 

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When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane.  This makes it much easier to locate by last name.