By using our advisor access feature, you can share access and manage your clients' PocketSmith accounts securely, without having to share their login details.🔒
Using PocketSmith as a financial advisor
If you're a financial advisor, you can use PocketSmith together with your clients to track their earning and spending and Net Worth, create budgets, project future balances and track their progress.
Each client can set up their own PocketSmith account, and invite their advisor to manage it with them, using PocketSmith's Advisor Access feature, without having to share any login details.
Advisors can securely access and manage multiple client accounts via their own PocketSmith account. For more detail on how Advisor Access works, see: Advisors: Shared access on a PocketSmith account
Licensing and billing
Bulk subscription packages
We offer advisors a discount on PocketSmith subscriptions when you purchase 10+ annual subscriptions in one transaction. These pre-purchased subscriptions can be applied to a client account either as it is created or to an existing account. You can find more on applying these below: Redeeming pre-purchased subscription codes
For more details and to place an order, please get in touch.
Individual subscriptions
Alternatively, you can also pre-purchase individual PocketSmith subscriptions for clients as a Gift Certificate here: Gift a PocketSmith subscription
Clients can also add a PocketSmith subscription directly to their account by following these steps here: Upgrading to a paid subscription
Creating an admin account
To access your clients' PocketSmith accounts, you'll need your own PocketSmith account to serve as an admin account. From here, you will be able to securely access and manage any client account you have been invited to.
It's best practice to keep this advisor admin account entirely separate from any personal PocketSmith account you may have. As such, we recommend you set up the advisor account with a unique dedicated email address. Some email providers allow sub-addressing, such as plus addressing, to create email addresses for different purposes, and you may like to use one of these.
You can set up a free account here: https://my.pocketsmith.com/signup/Free
Accessing your client's account
Once a client invites you to manage their account and you accept the invitation, you'll be able to access their account from your account profile (in the top-right corner).
Just select the client account you would like to view from the Shared accounts section:
Creating your client's PocketSmith account and enabling Collaborator access
It's important that your clients create their own PocketSmith account so they can establish their own secure login credentials and personally agree to our use policies.
- You can tell your client to create an account through our sign up page.
- Once the account has been created, your client will need to invite you to manage their account as detailed here: Advisors: Shared access on a PocketSmith account
Redeeming pre-purchased subscription codes
If you have pre-purchased PocketSmith subscription codes via a Gift Certificate or in bulk at a discounted rate, please follow the steps below to redeem this subscription against your client's account. Alternatively, you can provide your client with the code and instruct them on how to do this.
- Once you have accepted your clients' invitation to manage their PocketSmith, use Collaborator access to view their account, and head to Profile > Subscription & billing:
- Next, choose Enter coupon, fill in with an unused subscription code, then click Apply code
PocketSmith mobile apps
PocketSmith also has companion iOS and Android apps so users can categorise or add receipts on the go and view their budgets and calendar at a glance 📱
For details on mobile apps, see: Mobile apps
Advisor access is not available on mobile
Please note that advisor access does not work on mobile apps and currently, you can only manage a client account via the web app
PocketSmith Support for financial advisors
Ready to get started? Check our guide for setting up and using PocketSmith with clients, created specifically for financial advisors: Advisors: Setting up a PocketSmith account
If you or your client have any general questions or run into any issues while using PocketSmith, we've got many more great resources in our Learn Center, including videos that you might find helpful as your first port of call.
For bank-feed related issues, please refer to our Troubleshooting feeds guide for detail on how to resolve the most common issues.
Still having issues and need to contact our support team
We use email to support our users here at PocketSmith and have a well-trained team who are here to help. We’re based in New Zealand and are available to answer your questions Monday through Friday, 9am until 5pm New Zealand Time (9pm to 5am UTC, 5pm to 1am EST) .
We are available at help@pocketsmith.com for general help queries
When contacting the PocketSmith Support team on behalf of a client, please include:
- the email address associated with your client's PocketSmith account
- a detailed description of the query
- any applicable screenshots demonstrating the issue
For feed issues, log into your clients PocketSmith account via Advisor Access and submit a feed issue
- Click the help menu ? and select Feed help
Important
- The email address you are contacting us from must have advisor access for the client's account
- If you use the Help menu to contact us while using the Advisor Access feature to manage a client's account, our reply will be sent through to your client's email.