Get started with SmartVest
New accounts start with Client access. Businesses and Advisors apply from Profile after signing in; access is subject to review. Choose your path to see the details.
Create an account, then open Profile to request Business access. Access approval, Business verification and review of the services you can offer are separate steps. Choose a paid plan only after reviewing the available options in your account.
Create an account, then open Profile to request Advisor access with your firm and qualifications. SmartVest reviews the application; professional verification and review of the services you can offer remain separate. Your account shows which paid plans are available to you and how to start one.
Create or sign in to your SmartVest account. Open Referrals, then Create referral. Get the person’s permission and review any applicable program terms before submitting. SmartVest checks current eligibility and consent.
Create a Client account or review the secure invitation you received. You decide whether to accept an introduction. After signing in, your Home shows your own meetings and next steps; SmartVest connects the experience.
A plan link does not charge you, grant professional access or activate a paid subscription. Current eligibility and any registration restrictions are shown in the existing account flow.