[Friends & Family Advisors (FFA) only] inviting a client to start an electronic application

If you are a Friends & Family Advisor (FFA) master user, you can send an email invitation to your client, who then completes an account application electronically. Per our custodian's compliance requirement, only RIA master users can use TradingFront's white-label onboarding to invite clients.

Please review this article: https://tradingfront5261.zendesk.com/hc/en-us/articles/900000929446

When you have registered with a state or the SEC, you can upgrade your FFA account to a Financial Advisor (FA) account. Please see How to upgrade from FFA to FA.