How to setup your rebel Financial email account.
How to install your LastPass extension.
How to enroll into legal shield and set up your account.
How to schedule appointments using Sales Force classic.
How to input meeting information on Sales Force and the calendar.
Uploading statements to Dropbox for all custodians
Uploading statements to Vault for all custodians.
How to use BombBomb and template emails.
How to use new features on BombBomb.
How to read an individuals page and understanding dashboards.
How to make a dashboard in Salesforce.
How to enter tasks into rFPW.
How to log CE hours in Salesforce.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
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