Articles on: Adviser Access (for Advisers)

How to Accept a Client Invitation

If you've been invited by a client to view their portfolio, view the video below to learn how to accept the invitation.


Steps:

  • Click on "Accept Invite" or copy-paste the invitation link into the browser
  • Set a password that meets the password strength requirements
  • Accept the T&Cs
  • Login at https://coinstash.com.au/auth/signin using the email address you were invited on, and your recently created password




Updated on: 02/07/2025

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