Inviting a client is the moment your practice becomes active. You have two options: connect (free, client-controlled data sharing) or seat (you cover their Builder Pro subscription). Here is how each works.
Option 1: Connect a Client
A connection gives you read/write or read-only visibility into a client's banking system data at no cost to either party, depending on the access level the client grants.
- Navigate to Clients in the advisor sidebar
- Click "Invite Client"
- Enter the client's email address
- Select "Connect" as the relationship type