Which of the following is an available Client Site default found in an advisor's settings?

• A. Onboarding settings
• B. Document settings
• C. Client tasks
• D. User roles

Answer: (A)

Client Site defaults shape how the advisor’s Client Site behaves for new clients, providing a preconfigured path for their experience. Onboarding settings are the default that defines that initial client journey—what questions are asked, what steps are shown, and what information is collected as clients begin using the site. Setting this as a default ensures every new client starts with the same, streamlined onboarding flow, saving time and keeping things consistent for the advisor.

The other options relate to different aspects of the system but aren’t the initial client experience defaults: document settings control how documents are handled or displayed, client tasks are ongoing to-dos within a client’s workflow, and user roles manage access levels for people using the system. While these are important, they don’t establish the standard onboarding path that the Client Site default provides.