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My client already uses Sumday, how do I connect their account to mine?

Updated 2 months ago

[common advisor user question]

Marked as solution

Great question!

To connect your advisor account to an existing Sumday users your client can simply email "support@sumday.io", ideally CC you in, and let the Sumday team know that they would like you linked as their advisor. Here is our knowledge centre article that goes through the process in more detail.

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Great question!

To connect your advisor account to an existing Sumday users your client can simply email "support@sumday.io", ideally CC you in, and let the Sumday team know that they would like you linked as their advisor. Here is our knowledge centre article that goes through the process in more detail.