Advisor access

Invite another PocketSmith user - be it an advisor,
friend or family member - to access and manage your account.

Advisor_access
Share the load

Give friends or family access when you need a hand with your finances.

Complete control

Invite users and revoke access when you choose.

See who's been signing in

Use the audit log to keep track of sign-ins to your account.

Great for financial advisors

Put your clients on PocketSmith. Get invited, save time and work with them.

Ready to get a clear view of your money?