Inviting your accountant or financial advisor to access your Coinstash portfolio is super easy.
By inviting them, they will get secure, read-only access to your holdings, transaction history, and EOFY statements that will simplify your tax time reporting and ongoing portfolio management.
View the short video guide below on how to invite your adviser.
Steps (Web browser)
Go to your "Settings" page
On the left-hand side navigation pane, click on "Adviser" to go to the Adviser Access section
Click on the button "Invite Adviser"
Enter your accountant's email address
Click "Close"
Done! You've successfully invited your adviser
Your adviser will receive an email invitation to view your account.