Help Center

Client Portal

• Account Access
• Invoice
• Portal Files
• Profile Info
• Employee Info
• Census

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Help Resources for Plan Sponsors

• Logging into the Client Portal
• Accessing Files on the Portal
• Submitting Plan Information
• Paying an Invoice
• Contact Us
• Uploading Employee Info

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Help Resources for Financial Advisors

• Using the SOLO Plan Calculator
• Contact Us
• Setting Up a New Plan