Portal Guide
Your guide to the @sipp adviser portal — built to complement the personal service you already receive, not replace it.
Getting Started
From receiving your invitation to logging in for the first time, including identity verification and confirming your details.
Read guideRoles & Permissions
Understand the difference between an IFA and Organisation Admin, what each role can access, and how to change roles.
Read guideManaging Your Team
Invite new team members to join your firm, manage access statuses, and activate or deactivate users.
Read guideProcessing Forms
The complete form lifecycle — creating applications, sending for client approval, and admin review through to completion.
Read guideEmail Notifications
How the platform keeps everyone informed — automatic emails at every stage of the form lifecycle.
Read guideClient Portal Access
Invite your clients to the portal — the full journey from requesting access to identity verification and account creation.
Read guideThis is just the beginning
What you see today is the starting point, not the finished product. As we work more closely with our adviser partners, we'll develop the features that really matter to you — shaped by your feedback and the way you actually work.
We already have ideas on our roadmap: integrations with back office systems, enhanced reporting, bulk operations, and deeper client engagement tools. But the best ideas will come from you.
Tell us what would make your life easier — we're building this together.