To add a paraplanner there are two main steps.
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Firstly, you need to send the paraplanner details through to the csm team,
​[email protected] is your best option.
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The details we need:
Paraplanner Name & Surname:
Paraplanner Cell Number:
Paraplanner Email:
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Secondly, once the team added the paraplanner they will send an invite to the paraplanner and inform you once this has been done. You will need to complete the following steps from your side to complete the process:
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1) Log into your wealth manager dashboard

2) On the right panel click on the third icon from the top - this icon will show "team" when you hover over it.
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3) You can click on "Paraplanners"

4) You will see a page with a button "Grant Paraplanner Access", click on this.

5)Choose the paraplanner you want to add.
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6) Edit the paraplanner access

7) Click "Save Access"

You are all done and your paraplanner is setup