Advisors: Shared access on a PocketSmith account

PocketSmith's shared access feature - known as Collaborators - is perfect if you're a financial advisor with permission from clients to access and manage their PocketSmith account. The Collaborators feature 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 you can both manage and perform actions on the same account while maintaining separate logins. As a Collaborator, you will have full permissions and can perform all the same account tasks that your client can.

To enable the Collaborators feature, an invitation must be sent from the user's (the client's) account to you. Both parties must have a PocketSmith account for the Collaborators feature to work.

You will receive the invitation via email, asking if you would like to accept or decline Collaborator 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 Shared accounts.

Instructions for your client: Setting up Collaborator access

Here are the steps designed for your client to invite you (the Advisor) to have Collaborator access on their account.

Share these with your clients to help them get set up!

1. Head to Profile menu > Your collaborators
2. Choose Invite a collaborator 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 access your account

5. The advisor will click on the link in the email to accept your invitation.

   They will need a PocketSmith account to accept the invitation. There will be another link ("create one here") in the email that they can use to set up a PocketSmith account if they do not already have one.

   

   
   
6. 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 under Shared accounts.

   

   
   

8. When your advisor is managing your account, the profile menu will display a message indicating 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 Collaborators' access

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

1. Head to Profile menu > Your collaborators
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 Collaborators

If you'd like 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 else up in your free account, any users you have been invited to manage (and have accepted) will appear on the Welcome page.