Welcome to the Team | Royal Financial
Royal Financial TAX & ADVISORY SERVICES

You're Officially on the Team

Your agreement is signed. Here's what happens next, and the first date to put on your calendar.

You're Invited

Team Welcome Meeting

MondayNovember 2, 2026
7:00 PMEastern Time
ZoomOnline

Meet the Royal Financial team, get your training schedule, and learn how to access the team portal. Registration is required to receive your Zoom link.

Register for the Welcome Meeting
+ Add to Google Calendar

What You'll Receive

Your Training Schedule

We'll share the full schedule at the welcome meeting, including WISP security training and bank products training.

Team Portal Access

Your team portal login arrives by email. Software access is activated after you pass WISP training and sign your WISP agreement.

Before the Meeting

  • Register for the welcome meeting using the button above
  • Upload your onboarding documents if you haven't yet
  • Complete your W-9 through Royal Payroll
  • Watch your email for your team portal login
  • Watch for your WISP Security Training link, sent once your documents are reviewed
India Denise

I can't wait to meet you on November 2nd. Welcome to the Royal family.

India Denise
Founder & CEO, Royal Financial

Questions? Call (864) 438-3438 or email [email protected].

BUILDING WEALTH. CREATING LEGACY.Royal Financial · 355 E. Blackstock Rd., Suite C, Spartanburg, SC 29301