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Money
Gym
Create Team Account
For Advisers and Reps only. Client accounts are created separately via the main login.
I am a...
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Adviser
Licensed financial adviser ยท Full access including strategy papers and practice reports
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Rep
Adviser Link team ยท Client management and qualification โ strategy papers handled by adviser
Adviser Access Includes
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Full client management and profiles
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Strategy paper builder
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Practice reports and analytics
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Upload transcripts and fact finds
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Download client fact finds
First Name
Last Name
Work Email
Mobile
Organisation
AFSL / CAR Number
Create Password
Confirm Password
๐ Team Access Code Required
Team accounts require an access code from your organisation. Contact your practice manager or Adviser Link to obtain one.
Create Team Account โ
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Team accounts are subject to approval ยท MoneyGym