Advisors: Using PocketSmith as a financial advisor

PocketSmith is the perfect tool for financial advisors to help their clients track and manage their finances.
By using our advisor access feature, you can share access and manage your clients' PocketSmith accounts securely, without having to share their login details.๐Ÿ”’

In this user guide

Using PocketSmith as a financial advisor

If you're a financial advisor, you can use PocketSmith together with your clients to track their earning and spending and Net Worth, create budgets, project future balances and track their progress. 

Each client can set up their own PocketSmith account, and invite their advisor to manage it with them, using PocketSmith's Advisor Access feature, without having to share any login details. 

Advisors can securely access and manage multiple client accounts via their own PocketSmith account. For more detail on how Advisor Access works, see: Advisors: Shared access on a PocketSmith account

For an overview of PocketSmith's features, take a quick tour below:


Licensing and billing

Bulk subscription packages

We offer advisors a discount on Premium or Super subscriptions when you purchase 10+ annual subscriptions in one transaction. These pre-purchased subscriptions can be applied to a client account as it is created. You can find more on applying these below: Redeeming subscription codes

For more details and to place an order, please get in touch with our team at [email protected]

Individual subscriptions

Alternatively, you can also pre-purchase individual PocketSmith subscriptions for clients as a Gift Certificate here: Gift a PocketSmith subscription

Clients can also add a PocketSmith subscription directly to their account by following these steps here: Upgrading to a paid subscription


Creating an admin account

To access your clients' PocketSmith accounts, you'll need your own Basic PocketSmith account to serve as an admin account. From here, you will be able to securely access and manage any client account you have been invited to.

It's best practice to keep this advisor admin account entirely separate from any personal PocketSmith account you may have. As such, we recommend you set up the advisor account with a unique dedicated email address. Some email providers allow sub-addressing, such as plus addressing, to create email addresses for different purposes, and you may like to use one of these.

You can set up a Basic account here: https://my.pocketsmith.com/signup/Free

Once a client has invited you to manage their account and you have accepted the invitation, you'll be able to access their account from your account profile (in the top right corner). Just select the client account you would like to view from the Manage Clients section:


Creating your client's PocketSmith account and enabling Advisor Access

It's important that your clients create their own PocketSmith account so they can establish their own secure login credentials and personally agree to our use policies.

1
Instruct your client to create a Basic account via our sign up page

If your client is purchasing their PocketSmith subscription directly, please instruct them to create an account with the appropriate subscription option via https://my.pocketsmith.com/plans

2
Once the account has been created, your client will need to invite you to manage their account as detailed here: Setting up Advisor Access

Redeeming pre-purchased subscription codes

If you have pre-purchased PocketSmith subscription codes via a Gift Certificate or in bulk at a discounted rate please follow the below steps to redeem this subscription against your client's account

1
Once you have accepted your clients' invitation to manage their PocketSmith, use Advisor Access to view their account, and head to  Settings > Subscription & upgrade

Alternatively, you can provide your client with the code and instruct them on how to do this.

3
Next, choose Enter coupon, fill in with an unused subscription code, then click Apply code


PocketSmith mobile apps

PocketSmith also has companion iOS and Android apps so users can categorize or add receipts on the go, and view their budgets and calendar at a glance ๐Ÿ“ฑ

For detail on mobile apps see: Mobile apps

Advisor access not available on mobile

Please note that advisor access does not work on mobile apps and, currently, you can only manage a client account via the web app


PocketSmith Support for financial advisors

Ready to get started? Check our guide for setting up and using PocketSmith with clients, created specifically for financial advisors:  Advisors: Setting up a PocketSmith account

If you, or your client, have any general questions or run into any issues while using PocketSmith, we've got many more great resources in our Learn Center including tutorial videos that you might find helpful as your first port of call.  

For bank-feed related issues, please refer to our Troubleshooting bank feed errors for detail on how to resolve the most common issues. 

If you can't find the answer to your question in our Learn Center please get in touch with our Support Team!

We use email to support our users here at PocketSmith and have a well-trained team who are here to help. Weโ€™re based in New Zealand and are available to answer your questions Monday through Friday, 9am until 5pm New Zealand Time (9pm to 5am UTC, 5pm to 1am EST) - we try our best to reply within one business day.

We can are available at [email protected] for general help queries, or [email protected] for any bank feed issues.

When contacting the PocketSmith Support team on behalf of a client please include: 

  • the email address associated with your client's PocketSmith account
  • a detailed description of the query
  • any applicable screenshots demonstrating the issue

Note

If you use the Help menu to contact us while using the Advisor Access feature to manage a client's account, our reply will be sent through to your client's email.

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