How Invite Links work for Multi-advisor Firms

If your firm has more than one advisor, here are a few things to keep in mind about how invite links work.

Who the client sees in their invite

The advisor who originally created the invite link is the name that appears in the invitation email your prospect or client receives. So if you want the client to recognize a specific advisor, make sure that advisor is the one generating the link.

Who gets notified

When a prospect or client uses any invite link to create their account, every advisor at the firm receives a notification email — not just the advisor who created the link. This keeps the whole team in the loop as new accounts are set up.