Invite Links and Multi-Advisor Firms

Colton Etherton
Colton Etherton
  • Updated

When there are multiple advisors at a firm, there are a few things to know.

The advisor that created the invite link initially is the one that will be named in the email that the prospect/client receives. 

However, every advisor will receive an email when a prospect/client uses any invite link to create their account.


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