You can give your accountant or financial adviser secure, read-only access to your Coinstash portfolio in just a few clicks. This guide shows you how.
Once invited, your adviser can see your holdings, transaction history and EOFY statements. That makes tax time reporting and ongoing portfolio management simpler, with no need to download and email reports each time.
Before you start
Use a web browser. These steps are for the Coinstash website.
Have your adviser's email address ready. Double-check it before you send the invitation.
Only invite someone you know and trust. They'll be able to see your account information.
Steps (web browser)
Step 1 – Open Settings
Log in and go to your Settings page.
Step 2 – Go to Adviser Access
In the left-hand navigation pane, click Adviser to open the Adviser Access section.
Step 3 – Invite your adviser
Click Invite Adviser.
Step 4 – Enter their email
Enter your accountant's or adviser's email address.
Step 5 – Finish
Click Close. Done! You've successfully invited your adviser.
Watch the video
What happens next
Your adviser will receive an email invitation to view your account.
They accept it and set up their Adviser Portal login. You can send them How to Accept a Client Invitation.
Once connected, they'll have view-only access. They can't trade, move funds or change your security settings. See View-Only Access Explained.
⚠️ Important
You stay in control. You can remove your adviser's access at any time. See How do I revoke / remove accountant access?
Want someone to trade or withdraw on your behalf? That isn't possible with adviser access. It needs a separate form. See How do I Grant Third Party Authority?
Troubleshooting
My adviser hasn't received the invitation. Ask them to check their spam or junk folder, and make sure you entered their email address correctly.
I'd rather just send my reports myself. You can download them from Settings. See How to Access and Download Your Account Reports.
Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.