Negotiating

Once the retiring financial advisor or seller executes the NDA on their end, you will be notified by email.

You should receive an email copy of the executed NDA agreement, but you can also download it at any time by returning to the Negotiate tab of your Meeting Room with a particular FA.

Underneath the Meeting Room tabs that indicate the stage you're in, you'll see a light blue bar with a link to download your fully executed NDA.

When you access the Meeting Room again, you'll see you've moved into the "Negotiate" stage. You can now send a message to the seller by clicking the "Message Now" button.

Clicking on "Message Now" will bring you to the bottom of the page where you'll see a chat box. Likewise, you can also scroll down on the page to reach the chat box and to review the FA's business teaser.

You'll see the FA's full name located in the top-left corner of the chat box and a spot where you can type and send a message.

Since you have an NDA in place, you can now confidently and securely continue discussions online or offline with the other party.

See Meeting Room Overview for more Meeting Room related support.