For Clients

Invited by your advisor? Here is what happens next.

ParticipationPro is where you record the hours you spend taking part in your strategy, so you and your advisor can both see where you stand.

Not tax, legal, or investment advice.

How you get access

Your advisor opens your account. They send an invitation to your email address, and the link in that email is how you join. There is no separate sign-up for clients.

What you do

  1. № 0001

    Accept your invitation

    Open the email from your advisor and follow the link. Sign in with the same email address the invitation was sent to, using a password or a code we email you.

  2. № 0002

    Set up your account

    Choose your pathway, then read and sign the participation acknowledgment. Your signed acknowledgment is saved with a timestamp.

  3. № 0003

    Log your hours and activities

    Enter the date, the time you spent and a category. Or describe what you did in a sentence and the app suggests the entry for you to check and save.

  4. № 0004

    See your pace

    Your dashboard shows your hours against what your strategy asks for, your score, your streak and the next things to log.

  5. № 0005

    Get reminders

    If you fall behind, you get reminders by email and in the app.

  6. № 0006

    Keep a timestamped record

    Each entry is added to an append-only record with the time it was made. Your advisor can see your pace.

If you have not received an invitation

Ask the advisor who works with you to send one from their ParticipationPro account. An invitation link expires, so if yours no longer works, ask for a new one.

Questions before you start?

Send us a message and we will reply within one business day.

Contact us