Issue

Adviser or Auditor access issue - invitation has been sent out to the adviser or auditor however, when they log in, they are unable to see any funds.

Cause

Normally, this issue occurs when the contact has been added via the Business Contact screen and there are missing steps:

• No relationship was set up for the business contact
• Didn't grant access to the business contact

Resolution 

Refer to our User Guide, Business Contacts for detailed steps to fix this issue.