Client Onboarding Portal
Welcome to Your Onboarding!
Our founder, Kevin Miller, will be guiding you step by step on what exactly to do in order to facilitate your client onboarding process for a better experience for us both.
This process will be updated regularly due to any major updates or changes in our system. The last system update was 02/22/2021.
The onboarding process takes around 50 minutes and requires some research, please leave adequate time for this.
It may take 50 minutes, but once it’s done… it’s done. No back and forth emails or stumbling for passwords further down the line.
You Have Officially Completed
Your Onboarding Process!
Hope this was a very smooth and simple process, and always remember authenticity always wins!