Your Ascend engagement is confirmed.

Your agreement has been executed and your initiation payment has been received. Our next step is to collect the financial and operating information needed to begin your engagement. A member of the Ascend team will reach out within one business day to provide access to your secure client area and schedule your onboarding.

Onboarding Next Steps

  • • Watch for your client portal invitation email
  • • Gather the Minimum Required Data listed in your agreement
  • • Your engagement period begins once data is received and confirmed
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