All CollectionsGet startedGet startedSet up your account and get on the phone in fifteen minutesBy Dustin1 author·7 articlesGetting startedCurrentClient is the modern phone for financial advisors so you can communicate with your clients without friction or fines.Install appsInstall the CurrentClient desktop and mobile apps so you can stay connected with your clients on the device you prefer.Port your numberTransfer your existing phone number to CurrentClient so your clients can reach you at the same number they already know.Register your firmComplete your firm's phone carrier registration to maintain good standing with phone carriers and comply with the latest regulations.Setup archivingConnect your compliance archiver during setup so every text message is captured automatically from day one, with guides for each supported providerSign upHow to sign up for CurrentClient and start your free trial, from creating your account to the first steps that get you calling and texting quicklyNext stepsCongratulations on getting started! Here are the next steps to fully configure your CurrentClient experience and make the most of your new phone system.
