Functionality

On the Household Activation Firm Defaults page, the Compliance user can create firm defaults for the Activation Email or allow their Advisors to customize the Activation Email. The following details how each checkbox option behaves:

• Allow Advisors to Customize. This checkbox lets Compliance users choose if they want all Advisors in their firm to edit the activation email or not.

  • When the checkbox is de-selected, all activation emails sent by Advisors in the firm will use the email subject and body saved by the Compliance user.

  • When the checkbox is selected, Advisors will be able to edit their own Activation Emails including

• Display Firm Logo. When selected, the Firm Logo will display by default on all Activation Emails. When not selected, no logos will display on any Activation Emails sent by Advisors.

• Allow Branch/Advisor Logos. This option is allowed only if the Compliance user has “Display Firm Logo” selected. When the Compliance user selects to allow Branch/Advisors logos to display, if a Branch or Advisor has a logo set, that logo will display in the Activation Email.

  • Note: If “Allow Advisors to Customize” is selected, Advisors will be able to use their logo as well.

• Temporary Password. When a Compliance user selects Temporary Password as the firm default, every Advisor user must set a Temporary Password when activating a household.

  • Note: If “Allow Advisors to Customize” is selected, Advisors will have the option to set a temporary password or not.

• Include Advisor/Firm Disclosures. When a Compliance user selects “Include Advisor/Firm Disclosures” and adds Firm-level disclosures, those disclosures will display for Advisors when activating households.

• BCC Compliance Officer(s). When selected, all activation emails sent by Advisors in the firm will will Blind Carbon Copy (BCC) any firm manager/compliance with access to the Compliance page.