Accepting an adviser invitation

A quick guide on accepting an invitation to advise a client

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 What is an adviser invitation? article.

Receiving an invitation link

You should already have received an email which contains an invitation link (or you may have just received the link directly). If you are an adviser who wishes to send an invitation please read our Inviting a new adviser for a client article.

Accepting the invitation

Once you have this link, click on it and sign in as an adviser. If you do not yet have an adviser account, you will be prompted to create one.

The client will be automatically added to the clients page on your adviser account.

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