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Adviser support
Adviser support
Help for advisers to manage their profile and clients with Smart Pension
S
By Smart
1 author
14 articles
Latest news
There will be a blackout period between 22 April to 14 May 2024
Getting started
The adviser home page
Updating your details
Updating adviser accounts
Updating adviser accounts
Managing users
Adding new users
Editing users
Deleting users
Accepting an adviser invitation
Clients
Viewing your clients
Managing your clients
Adding an individual client
Adding multiple clients
Adviser invitations
Inviting a new adviser for a client
Accepting an adviser invitation