What is the onboarding process for financial advisors?

If you are a financial advisor, you can get started by signing up for a free trial here. Once you've signed up for a free trial or subscribed, you can complete our onboarding process any time.

To access the onboarding process from within your account, navigate to Get Help > Onboarding:

Once you reach the Onboarding screen, Ethos will take you through several steps to get started setting up your account

  1. Set your preferences: add your firm's logo, add a cover image for your account (you'll see this image when you log-in to your account on Ethos), and set your firm's colors for branding.
  2. Take your assessment: you have a firm-branded Impact Assessment that you can share with leads and clients. For leads, we capture name, email and (optionally) phone. You receive an email notification, and the lead appears in your account on Ethos. In this step you'll try out an assessment to see how it works. 
  3. Explore stocks and funds: Ethos aggregates impact data for ~17,000 stocks and funds. In this step of onboarding, you'll check out some of the stocks and funds we cover.
  4. Add a sample client: add a sample client or lead to your account.
  5. Add a test portfolio: add a test portfolio to see how it works on Ethos. 
  6. What's next: Once you have completed the onboarding process, you have some options with what you can do next from this screen. Alternately, feel free to close out of the onboarding process and return to your home page (account dashboard).

Please contact us at success@ethosesg.com if you would like any help setting up your account and getting started.

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