Setting up separate logins for spouses (as an advisor)

First, go to your advisor dashboard and click View Clients

Depending on the invitation status of the client:

• If the client hasn't been invited yet, you'll need to click "invite now" to send the initial invitation
• Once a client is invited, you can click "pending" to start inviting additional users
• If a client has already signed up, click the gear next to the email address to start inviting additional users

On the next screen under "shared users":

• Click "add user"
• Enter the email address
• Click "invite" to send the invitation

On the same screen, you'll be able to check back on the status (pending or accepted). If needed. you can also resend the invitation.