What Is It?

In-app messaging allows all firm members to send and receive messages with any household in the Elements app. Only users in a client household who have created an Elements account are able to use this feature.

The feature is only available to advisors through the web portal (meaning there’s nothing in the advisor’s mobile app) and to clients on the mobile app.

FAQs

• Do advisors have any mobile capabilities?
• Can messages be sent privately to just one individual in a household?
• Do all advisor/support users in a firm see all messages?
• Can advisors delete messages once sent?
• Can advisors save message templates?
• Can advisors turn messaging on/off by client or firm?
• Will advisor or client profile pics appear in messaging pages?
• Will advisor branding appear in the client’s messaging tab?
• Can clients customize notification settings?

How Does it Work?

Sending Messages

Advisors:

• Messages can only be sent and received from the web portal.
• Any advisor or support member of a firm can view and send messages to any household in that firm.
• We only support “household” messaging, not “individual messaging”. Meaning, any messages sent to a household can be seen and replied to by any “head of household” that has an Elements account (typically the client, or client and spouse). There is no ability to send a direct message to only one member in the household if both have an account.