Using the Onboarding Card

When you start the onboarding process in Elevation Advisor, look for a small green-and-white pop-up in the bottom-left corner of your screen. That pop-up is your onboarding card,  an automatic checklist to guide you through each step of your set up journey.

As you finish items on the card, they’ll automatically check themselves off, so you don’t have to worry about tracking progress manually. The whole point of the card is to keep you organized and make sure you don’t miss any onboarding steps. Don’t overthink it, just work through the list one step at a time until you’re finished.

Want to focus on only the current task? Click the down arrow in the top corner of the card to show just that item. If you’d rather tuck the card out of the way, click the left-facing arrow on the side to collapse it completely. Click the same arrows again to open it back up.

If you need to step away before you’re done, no problem! Your checklist and progress are saved.

Updated on: 12/11/2025