Which of the following is an available Client Site Default found in an advisor's Settings?

Which of the following is an available Client Site Default found in an advisor's Settings?

• A. onboarding
• B. branding options
• C. doc suggestions
• D. client tasks

Answer: (A)

Client Site Defaults shape the baseline experience a client has when they first access their portal. The onboarding default is the one that determines the initial guided experience for new clients, steering them through the setup steps, data entry, and getting acquainted with the site right away. This standardizes the first interaction and helps clients know what to do next from the moment they log in. Other options adjust visuals (branding options), suggest documents (doc suggestions), or list tasks for clients (client tasks), but they don’t define the initial guided journey the way onboarding does.

Client Site Defaults shape the baseline experience a client has when they first access their portal. The onboarding default is the one that determines the initial guided experience for new clients, steering them through the setup steps, data entry, and getting acquainted with the site right away. This standardizes the first interaction and helps clients know what to do next from the moment they log in. Other options adjust visuals (branding options), suggest documents (doc suggestions), or list tasks for clients (client tasks), but they don’t define the initial guided journey the way onboarding does.