Troubleshooting Client Login After Receiving Advice Revolution Invitation

Clients can access the Advice Revolution client portal by creating a password after receiving an invitation email. This article provides troubleshooting steps if a client hasn't received the invitation email.

Step 1: Verify Email Delivery

1. Ask your client to check their spam or junk folder for the invitation email.

2. Ensure the client's email address is correctly set as the preferred email in the adviser portal. This is necessary for receiving login, portal, and fact find update emails.

Step 2: Resend the Invitation Email. 

1. If the client still cannot locate the email, refer to the article Updating the Client Portal Settings of a Client. for instructions on resending the invitation.

Client Password Reset

1. Once the client receives the invitation email, they can create a password by clicking the provided link. This will direct them to a "Reset Password Page" where they can set a new password and click Reset Password to complete the process.

Need more help?

If the client is still unable to login, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help session with our team, kindly use this calendar to book the session.

Published on: June 19, 2024

Version: 1.1

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