I was invited by an advisor — how does that change my onboarding?

Invited by an advisor

If an EVIDENT advisor has invited you, your account is pre-created on your behalf — your advisor may have already entered some of your profile information so you don't have to re-type it.

What you'll receive

You'll get an invitation email with the subject "You have been invited to join EVIDENT" containing:

• Your login email (the address your advisor entered)
• A temporary password
• A checklist of the steps you still need to complete

The checklist

The remaining steps mirror the standard onboarding flow:

1. Declaration and terms
2. Email confirmation
3. Screening questions
4. Identity and residence
5. Background and wealth
6. Investment personality
7. Sign agreements

First login

When you log in for the first time using the temporary password, you'll be required to set a permanent password before continuing. From there, the platform guides you through any remaining steps.