Option 1: Send the Invitation Email Automatically
Go to your Client Dashboard on Wealth.com.
Locate the client profile you wish to invite.
Click the three dots (•••) next to their name.
From the dropdown, select “Invite Client.”
An automated email will be sent to the client, prompting them to create their Wealth.com account.
Option 2: Copy and Send the Invite Link Manually
Go to the Client Dashboard on Wealth.com.
Click the three dots (•••) next to the client profile.
Select “Copy Invite Link.”
Paste and send this link to the client via your preferred communication method.
Once the client clicks the invite link:
They will be taken to the account creation page.
They must enter the same email address used when creating their profile and sending the invite. The client will need to use the exact email address they were sent the invitation to in order to create the account. This will be prefilled for them on the account creation page.
They will be prompted to:
Click Create Account to complete the process.
Important Notes
The invite link is single-use — it cannot be reused after the account is created.
After completing the setup, the client can log in to Wealth.com using their email and password. Here is the account login page link: https://app.wealth.com/login
If the client loses the original link before account creation, you can generate and send a new one using the same steps.
Advisors or team members at firms who are on a Central Planning License do not have the ability to add or invite clients. This type of license is intended to help manage client profiles. They will not see the 'Add client' button on their dashboards. If they need to invite a client or create a client profile, they should seek assistance from their central planning team or the main advisor whom they currently support.