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.