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Accepting an adviser invitation
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

If you receive an invitation to advise a company and wish to accept, follow the quick steps below. If you are unaware of what an adviser invitation is, please read our full help article.

You should already have received an email which contains an invitation link (or you may have just received the link directly). If not, read our full guide on generating an invite link. These steps should be followed by the inviting party.

Accepting the invitation

Once you have this link, sign in as an adviser and head to the Companies page. If you do not yet have an adviser account, you can create one by following the steps on this page.

Once you are on the companies page, simply paste the invite link into the URL bar of your web browser. This should redirect you to the accepted company's adviser page, as shown below.

This company will be automatically added to the companies page on your adviser account, as seen below.

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