As an advisor or plan administrator handling multiple accounts (and your own personal account sometimes), it's essential to know how to hop between them. Our platform allows you to switch seamlessly between accounts using a single login. Here’s an article you can use to sync up your accounts, with tips on what to do if you encounter any issues.
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Set Up a Common Password:

When you receive your welcome emails for each account, ensure that you set the same password for each one. This step is crucial for syncing all accounts to one login.
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Switching Between Accounts:

Once the accounts are synced, log in to your platform.

Navigate to the top right-hand corner where your username is displayed.
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Hover over your username to see a dropdown menu with the option to switch between your accounts.
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Troubleshooting Account Switching:

If you hover over your username and don't see the option to switch accounts, there might be an issue with the syncing. To resolve this, reach out to our support team:

By following these steps, you can efficiently manage multiple accounts with ease. If you need any further assistance, don’t hesitate to reach out to our support team for help!