Coinstash

Partner Program Terms and Conditions

How to Register for the Adviser Portal

How to Connect to a Client

Adviser Portal - View-Only Access Explained

How to Disconnect from a Client

Using the BGL Integration: Step-by-Step

How to Accept a Client Invitation

Adviser Portal - Overview: Key Features at a Glance

What Is the Adviser Portal and How Does It Work?

Adviser Portal - Logging in for the First Time

The Transaction History Report is the primary ledger for all digital asset activity within your client’s Coinstash SMSF account. Purpose-built for compliance, it provides the "ground truth" needed for annual…

SMSF Transaction History: A Guide for Advisers

How do I invite my accountant or financial advisor?

How do I revoke / remove accountant access to my account?

How do I Grant Third Party Authority?

ADVISER ACCESS AGREEMENT

Understanding the Controls Report

Adviser Access

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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