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Updated 5 months ago

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

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The post asks a common question about connecting an advisor account to an existing Sumday user. A community member provides an answer, suggesting that the client can email "support@sumday.io", ideally CC'ing the advisor, and request to have the advisor linked to their account. The community member also mentions a knowledge centre article that goes into more detail on the process.

AAngela Lei

[common advisor user question]

HHenry Chinchen
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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1 comment
HHenry Chinchen

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.