Troubleshooting Client Login After Receiving Advice Revolution Invitation
After receiving the client portal invitation email, clients can activate their Advice Revolution client portal login by creating a password. The email will include a link (like the screenshot) for them to set their password and access the portal.
The steps below guides advisers in troubleshooting if a client didn't receive the client portal invitation email.
1. Verify the following information:
- Ask your client to check their Spam/Junk folder.
- Double-check the email address in the adviser portal. A client's email has to be set as "preferred" email for log-in, client portal, and fact find updates to be received.
2. Resend the client portal invitation email. For step-by-step instructions, check out this helpful article- Updating the Client Portal Settings of a Client.
Once the clients have the email, they can click the link to create their password. This will take them to a "Reset Password Page" where they can set a new password and click "Reset Password" to complete the process.
Once the clients have the email, they can click the link to create their password. This will take them to a "Reset Password Page" where they can set a new password and click "Reset Password" to complete the process.
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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