CurrentClient

Dustin Belliston

Fix common issues and find out how to reach us

Help and support

Understanding why some 2FA codes may not arrive at your CurrentClient number and what alternatives you can use

Where are my 2FA codes?

Troubleshoot calls that are not ringing through to your CurrentClient app, from notification and permission settings to the fixes that usually solve it

Why isn't my app ringing?

Fix microphone access and detection issues in CurrentClient, with quick checks and browser, desktop, and mobile permission steps to get audio working

Having trouble with your microphone?

Troubleshooting

Official CurrentClient contact details for vendor records, due diligence files, and business continuity plans

Contact information

Refer another financial advisor to CurrentClient and you both get account credit, with how the referral program works and where to find your link

Referral program

We get it, some things just are not as smooth as we all hope they would be. Let's dive in and get things sorted out.

Contact support

Your feedback helps us improve and helps other financial advisors discover CurrentClient. We'd love to hear about your experience!

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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