New 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 home page

A guide to the adviser account home page

Written by Smart Pension Support
Updated this week

Updating your details

Updating adviser accounts

How to edit your account details

Written by Smart Pension Support
Updated this week

Managing users

Adding new users

How to add new users to your adviser account

Written by Smart Pension Support
Updated this week

Editing users

How to make changes to existing users

Written by Smart Pension Support
Updated this week

Deleting users

How to delete users from your adviser account

Written by Smart Pension Support
Updated this week

Clients

Viewing your clients

How to view the list of clients you or other users on your adviser account manage

Written by Smart Pension Support
Updated this week

Managing your clients

How to administer clients you or other users on your adviser account manage

Written by Smart Pension Support
Updated this week

Adding an individual client

A guide to adding a client you administer to your adviser account

Written by Smart Pension Support
Updated this week

Adding multiple clients

Outlines required fields and types for multiple client imports

Written by Smart Pension Support
Updated this week

Adviser invitations

Inviting a new adviser for a client

How to invite another adviser to manage a client with you

Written by Smart Pension Support
Updated this week

Accepting an adviser invitation

A quick guide on accepting an invitation to advise a client

Written by Smart Pension Support
Updated this week