If your advisor has invited you to Client Discovery, you’ll receive an email with a secure link to create your account.
Once you create your password, you’ll be signed in automatically and taken to the Discovery Tool to get started.
Step 1: Open your invite email
Look for your Client Discovery invitation email in your inbox.
The invite will be sent from Planworth admin@planworth.co.
If you don’t see the email, check your junk or spam folder.
Open the email and click the sign-up link to create your account.
You can also go to app.clientdiscovery.co/invite and enter your details manually.
Step 2: Set your password
After clicking the link in your email, you’ll be taken to the account setup page.
Your email address should already be filled in. Enter your password and continue.
Step 3: Review and accept the Terms of Service and Privacy Policy
After your account is created, you’ll be signed in automatically and taken to the Client Discovery welcome screen.
To continue, review the Terms of Service and Privacy Policy, check the box to confirm your agreement, and click Continue.
Step 4: Start the Discovery Tool
After accepting the terms, you’ll be taken into the Discovery Tool.
This is where you’ll begin entering your information.
Returning later
After your account has been created, you can sign in anytime at:
Use the same email address and password you created during setup.