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MoneyGym
Create Team Account
For Advisers and Reps only. Client accounts are created separately via the main login.
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Adviser Access Includes
Full client management and profiles
Strategy paper builder
Practice reports and analytics
Upload transcripts and fact finds
Download client fact finds
๐Ÿ” Team Access Code Required
Team accounts require an access code from your organisation. Contact your practice manager or Adviser Link to obtain one.
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Team accounts are subject to approval ยท MoneyGym