Articles on: Adviser Portal (for Advisers)

Adviser Portal - Logging in for the First Time

When you're logging in for the first time to your Adviser account, you'll be prompted to complete a few steps:

  1. Verify your mobile phone
  2. Accept invitation from client
  3. View statements, view client portfolios, invite other clients


View the short video below to learn what you need to do when logging in for the first time.



Updated on: 02/07/2025

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