Adviser support

Help for advisers to manage their profile and clients with Smart Pension

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11 articles in this collection
Written by Smart Pension Support

Getting started

The adviser dashboard

A guide to the adviser account dashboard

Written by Smart Pension Support
Updated over a week ago

Using custom client sign ups

Onboard clients with a custom sign up link

Written by Smart Pension Support
Updated over a week ago

Updating your details

Updating adviser accounts

How to edit your account details

Written by Smart Pension Support
Updated over a week ago

Managing Users

How to manage your Smart Pension account users

Written by Smart Pension Support
Updated over a week ago

Companies

Viewing your companies

How to view the list of companies you or another user on your adviser account manage

Written by Smart Pension Support
Updated over a week ago

Adding a new client company

A guide on adding a company you administer to your adviser account

Written by Smart Pension Support
Updated over a week ago

Signing in as a company administrator

How to sign in to a company as an adviser

Written by Smart Pension Support
Updated over a week ago

How to bulk import companies

Outlines required fields and types for bulk company imports from the Adviser platform

Written by Smart Pension Support
Updated over a week ago

More information on bulk imports

Learn how to input additional fields

Written by Smart Pension Support
Updated over a week ago

Adviser invitations

Accepting an adviser invitation

A quick guide on accepting an invitation to advise a company

Written by Smart Pension Support
Updated over a week ago

Inviting a new adviser for a company

How to invite another adviser to manage a company with you

Written by Smart Pension Support
Updated over a week ago