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Adviser support
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
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Written by
Smart Pension Support
Updated over a week ago
Using custom client sign ups
Onboard clients with a custom sign up link
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Written by
Smart Pension Support
Updated over a week ago
Updating your details
Updating adviser accounts
How to edit your account details
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Written by
Smart Pension Support
Updated over a week ago
Managing Users
How to manage your Smart Pension account users
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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
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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
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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
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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
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Written by
Smart Pension Support
Updated over a week ago
More information on bulk imports
Learn how to input additional fields
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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
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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
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Written by
Smart Pension Support
Updated over a week ago