Really nice to have you here! You're probably looking to get started with CurrentClient - and you're in exactly the right place.

We've packed our help center with everything you need to get up and running smoothly. You can walk through the setup pretty straightforwardly, and when you're ready, there's plenty of helpful information to help you explore more features.

We consider these pages as an extension of our product. If you have any questions along the way, no worries - just reach out and we'll get you sorted!

So, let's dive in.

​

Here's what we'll walk you through to get CurrentClient up and running. It's pretty straightforward and we'll be right here with you:

Step 1. Signup for a free trial

Create your CurrentClient account and start your free trial - no commitment required. Explore all the features at your own pace.

Step 2. Invite your team

Invite the people on your team to join you.

Step 3. Install the apps

Download and install the CurrentClient apps on your desktop and mobile devices so you can stay connected anywhere.

Step 4. Register your firm

Register your firm to ensure compliance with the latest phone carrier regulations.

Step 5. Port your number (optional)

Transfer your existing phone number to CurrentClient if you'd like. Your clients can reach you using the same number they know.

​

Work through the steps above at whatever pace feels right for you. Each one links to a guide that walks you through it.

Need help along the way? No worries - just reach out and we'll get you sorted!

​

"Hey, super excited to have you here! Our team is building the modern phone app for financial advisors. Why the phone? The phone is one of the most effective way to communicate with your clients. Texts are read instantly, phone calls feel super personal. We think the phone deserves a glow up in this industry and if done right, can be a huge driver for some good old fashioned human connection."

Dustin, founder of CurrentClient