Understanding what your clients see and experience helps you set expectations, answer their questions, and present the advisor relationship clearly. This article walks through the client experience from their side.
When a Client Receives Your Invite
Your client receives an invite link — via email, text, or however you share it. When they click it:
- Existing Policy Stack user: They are prompted to sign in. After signing in, they see a confirmation screen that opens with your name and profile photo and one primary button — "Accept invitation" for a practice-paid seat, or "Accept & connect" for a client-paid invite (the client can switch it to View only or Connect without sharing behind a "Change what [you] can see" link). Declining is a small text link, not a second button. Adding a profile photo in Practice settings is what puts your face on that screen and in the invite email.
- New to Policy Stack: They are guided through a short account creation flow, then presented with the same confirmation screen.
The client always sees who they are connecting to before confirming. The connection is never automatic.
What the Client Sees After Connecting
Once connected, the client's account dashboard shows a subtle advisor indicator — typically in the account settings or a dedicated "My Advisor" section. This indicator shows:
- Your name and practice name
- Their connection status (Connected)
- Whether their Builder Pro access is advisor-paid (Seated) or self-managed
- An option to disconnect