To connect your Wealth99 account to a FinPro, you have two options: you can either initiate the connection by sending an invitation to your preferred FinPro or accept an invitation sent to you by a FinPro.
Sending an invitation to a FinPro:
1. Log into Wealth99 and navigate to the "Account" page in the left-hand side menu.
2. Select the "Financial" tab.
3. Under the 'FinPro' tab select "Connect" to link with an existing FinPro.
4. Please enter your FinPro email or name in the search box to locate it.
5. Click on the "Connect" button located on the right side of their details and confirm the action.
6. They will be notified and automatically connected to your account.
What should I do if my FinPro is not registered with Wealth99?
If your FinPro isn't listed, choose the 'Contact Support' option. You'll be directed to a simple form to submit their contact details. Once received, we'll review your request and notify you once it's successfully processed. This will take 2-3 working days.
Receiving and Accepting an Invitation from a FinPro:
If a FinPro invites you to connect, be sure to verify the email's legitimacy (from no-reply@wealth99.com). If in doubt, contact us at finpro@wealth99.com.
You'll receive an invitation email with a link to access your account. Upon logging in, a pop-up will appear with the invitation; simply click 'Accept' to connect with your FinPro. Alternatively, you can find the invitation in the "Financial" tab of your Account page.
What if I don't have an account at Wealth99?
- If you don’t have a Wealth99 account yet, you'll receive an invitation email with a signup link. Remember, you must register using the email address to which the invitation was sent.
- After successfully registering and completing verification, you'll need to manually accept the invitation in the FinPro tab. From there, you can manage your connections and invite other FinPros to join your account.