Check the Client's Status
You can resend an invite to a client from your Management Dashboard while they are in the Invitation Sent or Advisor Managed status for Client Portal Access.
If a client’s status is in the Invitation Sent status: click the three dots next to their name and select Resend Invite. This will send a reminder email to create their account. You also have the option to Copy Invite Link and send the link to create their account directly to them.
If a client’s status is in Advisor Managed status: click the three dots next to their name and select Copy Invite Link.
If the client is not receiving the email, they may need to check their spam or junk folder or add wealth.com to their safe sender list in their email account settings. You also always have the option to send the invitation link directly to your client to bypass this by selecting the Copy Invite Link option.
Note: If the client is Active the option to resend an invitation will not be available, as the client has already created their account. If that is the case, the client just needs to log in to their account to get started.