[Account Owner] How to Invite Advisors
Account Owners and their Admin users are able to add advisors.
Please note that adding an advisor may adjust your current plan pricing. (Except No Login advisors -- they're always free!) If you are on one of our standard plans and add or remove users during any month, we'll prorate your payments on your next invoice.
Please visit Firm Settings > Billing to see current and upcoming charges. If you have questions, please don't hesitate to reach out to our team at firstname.lastname@example.org or your dedicated Relationship Manager at email@example.com for more information!
1. Go to Advisors > Invite New Advisor
2. Enter in the advisor's First Name, Last Name, Email Address, Company/DBA Name, Advisor Permission, and (optionally) assign an internal Advisor ID or Tags
Advisor Permissions options include Managing Advisor, Standard Advisor, Read-only Advisor, or No-login Advisor
Choose Managing if you want the advisor to have their own account login, see office data (including other advisors and their clients), manage billing for their own and/or other advisors' clients, and/or have the ability to be assigned as an Office Manager. They will not be able to see or control the firm's settings, and cannot see or control an office's settings unless they are designated as its Office Manager.
Choose Standard if you want the advisor to have their own account login and be able to bill + manage invoices for their clients only. They will not be able to see or manage any settings for the firm or an office.
Choose Read-only if you want the advisor to have their own account login but NOT be able to bill or manage their clients.
Choose No-login if you don't want the advisor to have any access to AdvicePay. You'll be able to bill and manage their clients for them.
4. Click Add Advisor
Tip: When choosing a Managing, Standard, or Read-only account, the advisor will immediately receive an invitation email from us allowing them to set their own password and login. If your Enterprise is using a special configuration where you don't want advisors to receive any email notifications from us around their account/they don't need to set a password directly with AdvicePay, please see How to Disable Advisor Account Emails.
When choosing a No-login Account, the advisor will not receive an email from us, as they won't have an AdvicePay account.
Need to resend an Advisor invitation link?
Absolutely! Navigate to the Advisor tab in the left main menu and click the Advisor's name to access their profile page.
If the Advisor has not created an account just yet, an invitation URL will be available for you to copy and paste in a separate personal email to the Advisor so they can register.