For first time Zoe users, start here to learn more about the advisor experience and client onboarding!
Overview for adding new clients, drafting accounts, compliance processes, and more.
Everything you need to know about finding information, updating, and maintaining client accounts.
Guides for moving money and investments, including cash transfers, ACATs, rollovers, and recurring transactions.
Input new & use existing models, assign portfolios, and implement rebalancing strategies to help clients stay aligned with their investment goals.
Create, edit, and manage fee structures to ensure accurate and transparent billing for your clients.
Performance Reports are customizable PDF that provides a comprehensive overview of a client’s portfolio. It can be generated at either the Account or Household level, depending on your needs. The report includes multiple sub-reports that can be selected based on the specific data you want to share with your client.
How to open your accounts, set or reset your password, download the mobile app, and more!
How to view account information, documents, update beneficiaries, and more!
How to initiate a cash or investments transfer, link a bank account, or find information on a transfer.