Make sure to review fund role permissions before adding someone to your Daffy account.
🌐 On the Web
Click your avatar (top-right corner) on your member dashboard.
In the dropdown menu, click Members & Advisors.
Click Invite Members and select Advisor.
Enter your advisor's information and click Send Invite.
📱 On iOS
Tap the gear icon ⚙️ (top-right corner) on your member dashboard.
Tap Your Account and then Members & Advisors.
Tap Add People and select Advisor.
Enter your advisor's information and tap Send Invite.
Are you a financial advisor? Learn more about Daffy for Advisors here.