Our Collaborators feature allows you to invite and share access to your PocketSmith account with another so you can both manage and perform actions on the same account while maintaining separate logins.
Your financial advisor may have shared this guide with you to help get you started on granting them access to your PocketSmith account.
Important
Anyone with Collaborator access enabled on your account will have full permissions and can do everything you can.
Setting up Collaborator access
Below are the steps to invite your financial advisor to have Collaborator access on your PocketSmith account.
- Head to Profile menu > Your collaborators
- Choose Invite a collaborator from the side panel
- Enter the email address of your advisor and click Send invite
- Your advisor will receive an email from PocketSmith, inviting them to access your account using the Collaborators feature.
Revoking Collaborators access
Below are the steps to revoke collaborator access should you no longer want your advisor to have access to your PocketSmith account.
- Head to Profile menu > Your collaborators
- Select Revoke Access beside the user you'd like to no longer have access
- In the modal that appears, select OK
You can read more on how Advisors use the Collaborators feature here: Advisors: Shared access on a PocketSmith account and the Collaborators feature more generally here: Share access to your PocketSmith account with Collaborators.