Perfingo
How a client reaches your list
The only way a household reaches your list.
- Client shares From their Profile page they pick "Share with an advisor" and send you a one-time link.
- You open it Signed in to your advisor account, you open the link they sent.
- You accept A page names the client and the access they chose. You tap "Accept invite".
- They're in your list The household joins at that level. The client can change or remove it anytime.
You never set your own access, you only accept what the client offers. Their side of this is in Advisor access for clients.
How do I redeem a share link?
Sign in to your registered advisor account, then open the link. It lands on a claim page naming the client and the access they’ve chosen. Tap “Accept invite” and the household joins your list at that level. “Not now” leaves the link unused until it expires or the client revokes it.
What if a client doesn’t appear in my list?
A household reaches your list by the client sharing their plan, or through Perfingo’s admin team. You can’t create a client from scratch in the app, or assign a client between advisors. A client who has been invited but hasn’t accepted yet shows an “Invite pending” badge. See Your client list.