The Basics
Onboarding
What to expect as an intern at rebel Financial
Outside Accounts/Benefits
Microsoft Account Setup
How to setup your rebel Financial email account.
Setting Up LastPass
How to install your LastPass extension.
Enrolling in Legal Shield
How to enroll into legal shield and set up your account.
Uploading/Scheduling
Manual Scheduling
How to schedule appointments using Sales Force classic.
Scheduling Appointments
How to input meeting information on Sales Force and the calendar.
Uploading the Vault
Uploading statements to Dropbox for all custodians
Uploading Dropbox
Uploading statements to Vault for all custodians.
BombBomb
What is BombBomb
How to use BombBomb and template emails.
New Features on BombBomb
How to use new features on BombBomb.
Administrative
Salesforce
Salesforce Intro & Dashboards
How to read an individuals page and understanding dashboards.
Dashboards in Salesforce
How to make a dashboard in Salesforce.
Tasks in Salesforce and rFPW
How to enter tasks into rFPW.
Tracking CE hours in Salesforce
How to log CE hours in Salesforce.
Onboarding PDF
Financial Planning Onboarding PDF
This PDF will give you more information on the onboarding process.
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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