Client Portal Access
Why you send the invitation
We believe your clients should hear about their portal access from you — their trusted adviser — not from an automated system they weren't expecting.
When you request portal access for a client, you choose when to do it. You can let them know in advance that an invitation is coming and explain what the portal offers, so they know it's genuine and expected when it arrives.
Builds trust
Clients are more likely to engage with an invitation they were expecting from their adviser.
Secure verification
Your client verifies their identity before gaining access — protecting their pension data.
Right timing
You control when the invitation goes out — aligned with your client conversations.
Step by step
Navigate to the client's page
From your Clients list, find the client you want to invite and click on their name to open their detail page.
Clients
Your client list
| Name | Portal | |
|---|---|---|
| Margaret Thompson | m.thompson@email.co.uk | No Access |
| Robert Campbell | r.campbell@email.co.uk | Active |
| Susan Fraser | s.fraser@email.co.uk | No Access |
Click “Request Portal Access”
On the client detail page, click the Request Portal Access button. A dialog appears where you can add a personal message that will be included in the invitation email your client receives.
Request Portal Access
This will send a request to the @sipp admin team to create a portal account for Margaret Thompson. The client will need to verify their identity before they can access the portal.
Request submitted
The dialog confirms your request has been sent. The button on the client page changes to “Access Requested”(disabled) while it's pending review.
Request Submitted
Your request for portal access for Margaret Thompson has been sent to the @sipp admin team. You will be notified when access has been approved.
What your client receives
Once the @sipp admin approves the request, your client receives a branded invitation email — including your personal message if you added one.
Client receives their invitation email
The email includes your personal message, a clear explanation of what the portal offers, and a button to get started.
Welcome to @sipp online
Dear Margaret,
You have been invited to access the @sipp portal, where you can view your pension details, approve application forms, and communicate with your adviser.
Click the button below to verify your identity and create your account.
This invitation will expire in 30 days.
Client verifies their identity
Clicking the link takes the client to a secure identity verification page. They must enter their date of birth, postcode, and National Insurance number to prove their identity.
Verify Your Identity
To protect your pension data, please confirm the following details.
3-attempt lockout
The client has 3 attempts to enter the correct details. After 3 failures, verification is locked and the @sipp admin must reset it.
Prerequisites: The client must have an email address, date of birth, National Insurance number, and postcode on file before you can request portal access.
Client creates their account
After passing verification, the client sets a password and their account is created. They can then log in to view their pension details and approve any forms you send through the portal.
Create your account
m.thompson@email.co.uk