Shared access on your PocketSmith account
PocketSmith's shared access feature, Advisor Access, allows you to invite another PocketSmith user—who could be an advisor, friend, or family member—to access and manage your account alongside you without sharing your login details.
In this user guide
How it works
You can invite someone to share access to your PocketSmith account so that you can both manage and perform actions on the one account whilst having separate logins. Anyone who has Advisor Access enabled on your account will have full permissions and can do all the same things that you are able to do.
To enable Advisor Access, an invitation is sent from the account of the user (User A) who will be sharing access with another (User B). Both parties will need to have a PocketSmith account in order for Advisor Access to work.
The recipient receives the invitation via email, asking if they would like to accept or decline Advisor Access. Once accepted, User B will need to sign in to their own PocketSmith account, where they will now have access to User A's account from their account profile (in the top right corner) under Manage User access. You will be able to see a list of times when the recipient has accessed your account.
People you might want to have Advisor Access to your account:
- Financial Advisor
- Spouse
- Other family members
Tip:
If the person being invited to manage the account wishes to use PocketSmith solely for the purpose of shared access, they can create a free account, without the need to add any bank accounts or data.
For further details, see Creating a Free Account for Advisor Access
Note
It's not currently possible for someone with Advisor access to manage another user's account via the mobile app. They will need to use the Web app in order to use this feature.
Setting up Advisor Access
Here are the steps to invite another user (User B) to have advisor access to your account:
Head to Profile menu > Manage access
- Choose Invite someone from the side panel
Enter the email address of the person you'd like to invite to have shared access to your account and click Send invite
User B will receive an email from PocketSmith inviting them to manage your account
User B can click on the link in the email to accept your invitation.
They will need to have a PocketSmith account set up in order to accept the invitation. There will be another link ("create one here") in the email where they can set up a PocketSmith account if they do not already have one
After clicking the link in the email, User B will be prompted to sign into their PocketSmith account.
Once signed in, they can click Accept Invitation to accept the management invitation.
User B will now have access to your account.
If they are not setting up anything for themselves in their account they can access the account from the Welcome page.
Otherwise, the Manage user access options can be accessed from their Profile menu as shown below:
When User B is managing your account, the profile menu appearance will change to show they are managing User A's account.
They can return to their own account by selecting 'Return to your account' at the top of the menu
Revoking Advisor Access
Head to Profile menu > Manage access
Select Revoke Access beside the user you'd like to no longer have access to your PocketSmith account
- In the modal that appears, select OK
Creating a Free Account for Advisor Access
If you have been invited to manage a PocketSmith account and only need a PocketSmith account for shared access, you can create a free account with no need to add any bank accounts or data.
If you don't set anything further up in your free account, any users that you have been invited to manage (and have accepted) will show on the Welcome page.
