Clients

• Click Create New Client to open Client & Plan Creation.
  • For more information on creating a new client, see the Client & Plan Creation Help page.

• NaviPlan displays the ten most recently modified clients from all users in the Existing Clients list. If you are looking for an older client file, use the Search function on the right side of the page.

• Depending on your permission level, you have the option to grant or revoke users' access to client files. You can also reassign a client file from one user to another.
• To make changes, select the button next to the Client File whose permission you would like to change, then click either Grant/Revoke or Reassign.

• Tax returns and assessments for the client and co-client for the past two years.
• Social Security statements
• Pension statements and booklets from the client's and co-client's employers.
• Benefits statements.
• Pension statements, investment plans, and benefits plans from former employers.
• Pay stubs from the last two pay periods.
• Life, disability, long-term care, and critical illness insurance policies.
• Most recent investment statements from banks, trust companies, brokers, and investment companies.
• Budget for living and personal expenses.
• Most recent mortgage and loan statements.
• Most recent will and power of attorney documents.
• Marital documents.
• Severance pay documents.

Follow these steps to delete a client file:

1. From the Clients page, select the appropriate link for the client you wish to delete.
2. For each engagement in the client file, select each plan, assessment, and calculator and click Delete.
3. Once you have removed all plans, assessments, and calculators from all engagements in the client file, click Delete for each engagement.
4. Return to the Clients page.
5. Click Delete for the client file.

Clients can be searched either by their:

• Last Name - the last name of the client (as entered in NaviPlan)
• Client ID - the id of the client file that appears on the client list (this id is assigned by NaviPlan)

NaviPlan by default will have the Recently Modified check-box checked, this will limit your results to only the most recently accessed clients. Additionally the Number of Results section controls how many are listed at one time, and can be maxed at 100 clients listed at one time. Changes will be applied to the client list after clicking Search.

Note: If access to the client was granted by another advisor, check the Include Granted Clients check-box and click Search.