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.
Inviting a FinPro to connect with your account
1. In the left-hand menu, go to Settings and select the FinPro tab.
2. Click Connect with FinPro.
3. In the search box, enter your FinPro’s email address or name to find their profile.
4. Click the Connect button on the right-hand side of their details and confirm.
5. Your FinPro will be notified and, once accepted, will be connected to your account automatically.
What should I do if my FinPro is not registered with Wealth99?
If your FinPro does not appear in the list, click the form shown below. You will be directed to a short form where you can enter their contact details. After you submit the form, we will review your request and notify you once it has been completed. This process typically takes 2–3 business 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 FinPro tab of your Settings 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.