Advisors: Shared access on a PocketSmith account

PocketSmith's shared access feature - known as Advisor Access - is perfect if you're a financial advisor with permission from clients to access and manage their PocketSmith account. Advisor access gives you shared access without clients having to share their login details.

How it works

Your client can invite you to share access to their PocketSmith account so that you can both manage and perform actions on the one account whilst having separate logins. As an advisor, you will have full permissions and can do all the same account tasks that your client is able to do.

In order to enable Advisor Access, an invitation needs to be sent from the account of the user (the client) to you. Both parties will need to have a PocketSmith account in order for Advisor Access to work. 

You will receive the invitation via email, asking if you would like to accept or decline Advisor Access. Once accepted, you will need to sign in to your own PocketSmith account, where you will now have access to your client's account from your account profile (in the top right corner) under Manage Clients. Your client will be able to see a list of the times you have accessed their account.

Instructions for your client: setting up Advisor Access

Here are the steps designed for your client to invite you (the Advisor) to have Advisor Access on their account. Share these with your clients to help them get set up!

1. Head to Profile menu > Manage access

   

2. Choose Invite someone from the side panel 

3. Enter the email address of your advisor and click Send invite 

   

4. Your advisor will receive an email from PocketSmith, inviting them to manage your account

5. The advisor will 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.

   

6. After clicking Accept or Decline, the advisor will be prompted to sign into their PocketSmith account. Once signed in, they will be taken to a page where they will click  Accept invitation 

   

7. The advisor will now have access to your account via their Profile menu using the  Manage - User access option.

   

   
   
8. When your advisor is managing your account, the profile menu appearance will change to show they are managing another account.

• They can return to their own account by selecting 'Return to your account' at the top of the profile menu

  

  
  
  

Instructions for your client - revoking Advisor Access

Your client should also be shown how they can revoke your access if necessary.

1. Head to  Profile menu > Manage access

   

2. Select Revoke Access beside the user you'd like to no longer have access to your PocketSmith account 

   

3. In the modal that appears, select OK

Creating a Free Account for Advisor Access

If you wish to use PocketSmith solely for the purpose of using 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.