How can end-clients reset their Client Site password if they cannot recall their existing password?

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Multiple Choice

How can end-clients reset their Client Site password if they cannot recall their existing password?

Explanation:
When a client can’t remember their password, there are two practical paths to regain access. First, use the Forgot your password? option on the Client Site login page. This self-service path guides the user through identity verification and then provides a reset link or a temporary credential so they can set a new password without needing the old one. If that route isn’t workable, the advisor can step in to verify the client’s identity and initiate the reset from the backend, or assist in resetting the account directly. Email support can be used as a backup, but it’s typically slower. So the quickest and most reliable options are the self-service reset on the login page or help from the advisor.

When a client can’t remember their password, there are two practical paths to regain access. First, use the Forgot your password? option on the Client Site login page. This self-service path guides the user through identity verification and then provides a reset link or a temporary credential so they can set a new password without needing the old one. If that route isn’t workable, the advisor can step in to verify the client’s identity and initiate the reset from the backend, or assist in resetting the account directly. Email support can be used as a backup, but it’s typically slower. So the quickest and most reliable options are the self-service reset on the login page or help from the advisor.

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