Team Member Onboarding

• Advisor profile setup
• License or credential submission
• Public directory setup
• Subscription selection
• Personal banking workspace exploration

Those belong to the practice owner, not the team member.

Suggested First Session

If They Do Not See the Practice

Ask them to open the context switcher in the app shell and choose the practice name. If they still do not see it, confirm they signed in with the same email address used on the team invitation.

Related Reading

• Managing Client Seats as a Team Member
• Practice Team Members

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.