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Getting Started

  • Getting Started
  • Fiduciary Management
  • Cost Management
  • Committee Management
  • Plan Features
  • Theme Management
  • Bulk Uploading
  • more_horiz
    • Getting Started
    • Fiduciary Management
    • Cost Management
    • Committee Management
    • Plan Features
    • Theme Management
    • Bulk Uploading
  • Start Here

    Follow these initial steps to get started:

    1. Update Your Theme - Customizing Your Theme & Brand
    2. Add Your Legal Disclosure - Adding Your…
  • Logging in to FiduciaryRx™

    Learn how to login to FiduciaryRx™.

  • Adding Companies and Plans to FiduciaryRx™

    Learn how to add companies and plans to the system.

  • Adding Your Legal Disclosure

    Learn how to add your legal disclosure.

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