This article walks you through what happens the first time you log in to your Coinstash Adviser account, so you can get connected to your clients quickly.
Before you start
Accept your invitation first. You'll need to have accepted a client's invitation and set your password. See How to Accept a Client Invitation.
Have your mobile phone handy. You'll be asked to verify it.
Use the email address you were invited on. Log in at https://coinstash.com.au/auth/signin.
What you'll be asked to do
When you log in for the first time, you'll be prompted to complete a few steps:
Step 1 – Verify your mobile phone
Follow the prompts to verify your mobile number. This helps keep your Adviser account, and your clients' information, secure.
Step 2 – Accept the invitation from your client
Accept the pending invitation so the client is connected to your Adviser account.
Step 3 – Start using the portal
You're ready to go. From here you can:
View statements — EOFY, transaction and cash reports. See What are the different EOFY reports available?
View client portfolios — holdings and transactions, on a view-only basis. See View-Only Access Explained.
Invite other clients — see How to Connect to a Client.
Watch the video
This short video shows what you need to do when logging in for the first time:
Troubleshooting
I'm not receiving a verification code on my phone. Check that you've entered your mobile number correctly and that your phone has reception, then try again. If it still doesn't arrive, contact us.
I can't log in. Make sure you're using the same email address the invitation was sent to, and the password you created when accepting it.
My client isn't showing in my dashboard. Check that you've accepted their invitation. If your client has revoked your access, they'll no longer appear — see How to Disconnect from a Client.
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.