Quick Start Guide for Financial Advisors

The attached document goes through a quick walkthrough of the following topics for Financial Advisors

1. Create a Financial Advisor 401KInABox account

2. Set up a Plan Design using the guided process to pre-fill the sign-up for the Client

3. Create a 401KInABox account for the Client to login and complete the plan sign-up process by signing electronically and making the payment.