I tried to send a client portal invitation to a client but got an error message saying that the account already exist.
When you select the client you wanted to send the Client Portal Invitation to, the email address gets populated automatically. But sometimes we want to change it to another email address. Hence, we change it manually and that’s where we get an error message.
This error means that the email address you are trying to send the invitation is already associated to an account, be it another client (can be a spouse) or adviser.
The solution is to use another email address that is not associated with an existing client.
In a case where you have a couple-client that shares the same email address and you want to send it the spouse, please follow steps below:
- Choose the client where the email address is associated. In most cases, email address is associated to the primary client.
- Change the salutation to the spouse’s name
If you are still having a problem, please contact our Support team so they can check. Click on the Feedback widget on the right side of your AR page or you can email support@advicerevolution.com.au.
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