How do I invite my accountant or financial advisor?

Inviting your accountant or financial advisor to access your Coinstash portfolio is super easy.

By inviting them, they will get secure, read-only access to your holdings, transaction history, and EOFY statements that will simplify your tax time reporting and ongoing portfolio management.

View the short video guide below on how to invite your adviser.

Steps (Web browser)

1. Go to your "Settings" page
2. On the left-hand side navigation pane, click on "Adviser" to go to the Adviser Access section
3. Click on the button "Invite Adviser"
4. Enter your accountant's email address
5. Click "Close"
6. Done! You've successfully invited your adviser

Your adviser will receive an email invitation to view your account.

Updated on: 03/07/2025