This article explains how accountants, SMSF administrators and other advisers can register for the Coinstash Adviser Portal and get connected to a client's account.
There are two parts to getting set up:
Register as an adviser. Registration is free.
Get invited by your client. Access to a client's account is by invitation only. The client must invite you from their own Coinstash account before you can see anything.
Before you start
During registration you'll be asked to:
Provide your full name, email address and mobile phone number
Set a password that meets the password strength requirements
Accept the Adviser Access Agreement
Verify your mobile phone the first time you log in
Step 1: Register for free
You can create your adviser login in either of two ways:
Sign up directly on the Adviser Portal registration page.
Accept a client's invitation. If a client has already invited you, the invitation email takes you through registration. See How to Accept a Client Invitation.
Then see Logging in for the First Time.
Step 2: Get invited by your client
You can only view a client's account after the client invites you. This keeps your client in control of who sees their information.
Your client sends the invitation. They invite you from the Adviser Access section of their account settings. You can share this guide with them.
You accept the invitation. You'll receive an email. Follow How to Accept a Client Invitation.
The client appears in your dashboard with view-only access.
If your client isn't on Coinstash yet, you can invite them to join from the Adviser Portal. Once their account is set up, they still need to invite you before you can see it. See How to Connect to a Client.
Adviser Partner Program
If you'd like to work with Coinstash more broadly, for example to refer clients, apply through the Adviser Partner Program page. Our team will reach out to discuss your needs. Participation is subject to approval. See the Partner Program Terms and Conditions.
FAQ
Does it cost anything to register? No. Registering for the Adviser Portal is free.
None of my clients use Coinstash yet. Can I still register? Yes. You can register for free and invite clients to join Coinstash. You'll only be able to see a client's account once they've invited you from it.
Can I request access to a client's account myself? No. Access is by invitation only, and it must come from the client's account. Ask your client to invite you from the Adviser Access section of their settings.
I haven't received my client's invitation email. Check your spam or junk folder, and ask your client to confirm the email address they entered. If it still hasn't arrived, contact us.
What will I be able to see once I'm connected? You'll have view-only access to the client's holdings, transactions and reports. See View-Only Access Explained.
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.