Yes - we have the ability to add an associate to your advisor dashboard. Simply select your name in the top right hand corner of your advisor dashboard > Administration > enter your associates email address. They will then receive an email in order to get started. They will have the option to create a new login or to link their existing Wealthsimple profile to your advisor portal.
- How do I remove a member from a household?
- How do I create a household?
- Can my associate access my advisor dashboard?
- Does Wealthsimple for Advisors (W4A) provide training to new advisors?
- What is the Activity Feed?
- Can I have my personal accounts and client accounts under the same login?
- How do I view my clients profile from my dashboard?
- Can I access my clients' statements and tax documents?
- Why can't I view my client's profile?
- Can I use tax software with your platform?