Create your advisor account & sign in

Create your account

Advisors sign in with an email and password. Clients and agents never need this page; they enter through the workspace link their advisor sends.

1. 1

   Go to /signup and fill in your first name, last name, and work email.

2. 2

   Choose a password of at least 8 characters and confirm it.

3. 3

   Submit the form. You land in onboarding, where the platform collects your advisor profile before opening the dashboard.

   

Sign back in

1. 4

   Go to /login and pick the advisor option.

2. 5

   Enter your email and password, then press Sign in.

3. 6

   Sessions are kept in secure cookies and refresh automatically. When a session fully expires you are returned to the sign-in page.

   If you keep landing on the sign-in page, see "Sign-in issues (401s)" under Troubleshooting.