How do I manage users at my firm?

To get started, click “Firm Settings” from the main navigation bar

Next, click “Add Advisor” or “Add Assistant”

Enter your colleague’s contact information and click “Add”

Their account will remain in “Pending” status until they accept your invitation.

Click “Edit” to resend the invitation or remove the account from your firm

Clicking “Edit” will also enable you to create a contact card as well as customize what clients see when joining or using Everplans.

Have more questions? Contact us