Advisor support
Advisors
Advisor support
PocketSmith is the ideal tool for advisors to assist their clients in tracking and managing their finances.
Advisors: Using PocketSmith as a financial advisor
PocketSmith is the perfect tool for financial advisors to help their clients track and manage their finances.
Advisors: Setting up a PocketSmith account and tips for financial advisors
We've compiled this guide to cover the basics of setting up a PocketSmith account, with tips specifically aimed at financial advisors to help you and your clients get the most out of PocketSmith!
Advisors: Shared access on a PocketSmith account - Overview
PocketSmith's shared access feature - known as Collaborators - is perfect if you're a financial advisor with permission from clients to access and manage their PocketSmith account. Collaborator access gives you shared access without clients having to share their login details.
Advisors: Shared access on a PocketSmith account - Instructions for your client
The steps for your client to invite you to collaborate on their PocketSmith account.
Advisors: Shared access on a PocketSmith account - Instructions for you as the Advisor
The steps for you to accept your collaborator invitation and managing a clients account.