How can I resend a dialogue invitation to a client?
To re-send a dialogue invitation, follow the steps outlined here: Reminding Clients of their Dialogues.
How can I view and export client results?
To view client results, follow these steps: Accessing Client Results This section provides information about the online advisor dashboard, including detailed results, predictions, and recommendations for each client. To export client results, follow these steps: Export Result Data
How do I invite my clients to a dialogue?
To invite your clients to a dialogue, follow the steps outlined here: Creating Dialogues.
I forgot my credentials and cannot log in.
Use the “Change Password” feature by clicking “Forgot Password?” on the login page and follow the on-screen instructions.
Setting up your account
Step 1: Click the link in your invitation email Your invitation email includes a link to complete your account setup. Clicking the link will open the BQ Portal in your browser, where you’ll be prompted to set a new password. Step 2: Set your password Choose any password. The system will automatically […]
