When you add Changes to Be Made for a client and invite them to the portal, those changes show up in two places: a dedicated Changes to be made tab and inside any Guide where you've added a Changes component. Here's how each one works and what your client actually sees.
The Changes to Be Made Tab
The Changes to be made tab appears in the client's portal under the Overview section, right alongside their Guides tab. It shows every change you've created across all categories — nothing is filtered or hidden here.
Your client sees changes organized by category (e.g., Accounts, Cash Flow, Insurance), with each individual change listed as a checkbox item. They can scroll through the full list to see everything you've recommended.
This tab is the client's single view of all their action items. It's always up to date — if you add, remove, or edit a change on your side, it's reflected here immediately.
Changes Embedded in Guides
You can also add a Changes component to any Guide page. This is useful when you want to show relevant changes in context — for example, putting insurance-related changes on the same Guide page as the client's insurance coverage summary.
When you embed changes in a Guide, you have control over what appears:
Filter by category — Choose which categories to show (e.g., only Accounts and Cash Flow) instead of displaying everything
Filter by status — Show all changes, only completed, or only not-completed items
This lets you create focused views. You might have one Guide page that shows only the client's investment-related changes, and another that shows insurance changes — while the Changes to be made tab still shows everything in one place.
Clients Can Check Off Changes
In both places — the Changes to be made tab and any Guide with embedded changes — your client can check off items as complete. Each change has a checkbox, and when the client marks it done, you'll see that update reflected on your side in real time.
This means clients can actively track their own progress. You don't need to manually update the status of changes the client has completed — they do it themselves.
What You Control
As the advisor, you decide:
What changes exist — You create, edit, and delete changes from your side
What appears in Guides — You choose which categories and statuses show up in each Guide's Changes component
Which Guide pages are visible — You control which Guide pages the client can see in their portal
The Changes to be made tab is always visible and always shows everything. The Guide-embedded views give you the flexibility to curate what the client sees alongside other planning content.
Where Changes Lives in the App
On the advisor side, Changes to Be Made lives under the Overview section in the client sidebar — alongside Guides. You can add changes from the client's Overview page or by using the Add Change button in the top-right header from anywhere in the app.
If you haven't added any changes for a client yet, the Changes to be made tab will appear empty in the portal. Add changes from the client's Overview page or by using the Add Change button in the top-right header.