- Inviting clients to access or build their plan in VoyantGo
- Option A - Invite your clients to access a financial plan that you have created for them
- Option A - Next steps, what your client will need to do to access their plan
- Option B - Invite your client to begin work on their own plan (use VoyantGo for initial fact finding)
- Option B - Next steps, what your client will need to do begin work on their plan in VoyantGo
- Managing client invitations
- How to revoke a pending client invitation
- Deactivate a client’s VoyantGo user account (deactivate and reassign a consumer license)
- Reactivate a client’s VoyantGo user account (consumer license)
- Out of invitations - My subscription has no client invitations available to send
- Missing invitations - My client did not receive their invitation
- Reissue an invitation - I sent an invitation to my client containing the wrong mobile number for PIN
- Reissuing a PIN - My client has misplaced their registration PIN
- Assisting your clients with forgotten user names and passwords
- Invitation error - "The invite you are using is no longer valid" (instructions for advisers)
