Adviser Portal Manuals / Datasheets / Instructions

smartMonday Adviser Portal User Guide

Discover how to access the smartMonday Adviser Portal with ease using the detailed user manual. Learn how to log in securely, utilize Multi-Factor Authentication, and troubleshoot common issues. Find all the information you need to navigate the Adviser Portal effectively.

smartMonday Adviser Portal First Time Set Up User Guide

Discover how to complete the Adviser Portal First Time Set Up for the smartMonday Adviser Portal. Get insights on managing client accounts, viewing transactions, contribution limits, and insurance coverage. Stay informed with daily data updates and access essential tools for efficient client servicing.