Get started with the xocashflow Advisor Dashboard

Get started with the xocashflow Advisor Dashboard today.

Firstly, sign up for an XO Silver or (coming soon) XO Gold account through our website.

Once signed up, sign into xocashflow and navigate to the XO Settings page, then click the Adviser Requests tab.

You will then see a page similar to the image below:

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When you’re ready, submit your request to gain access to the Adviser Dashboard by choosing your Profession and clicking Submit. Your submission will now be processed, and you may have to wait for up to 48 hours for your request to be approved.

If your request is successful, you will now have access to the XO Adviser page, as shown below:

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On this page, you have two options in order to add clients – either sign up a new client (allowing you to pay on behalf of the client), or connect with an existing user of xocashflow.

To sign up a new client: Click on the ‘Signup New Client’ button on the XO Adviser page, and enter in the client’s details in the page that follows (as shown below). Choose whether the client or the adviser will receive the account’s notifications, and when ready, click the ‘Signup & Pay’ button, where you’ll then pay on behalf of the client. When completed, the new client’s company will appear in the XO Adviser page, where you will be given the option to log in to their account.movie Logan download

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To connect with an existing client: Click on the ‘Connect with Existing Client’ button on the XO Adviser page. Enter in your client’s email address, first ensuring that this is the same email address in which they set up xocashflow, and click Submit Request. Your client will then receive a notification asking if they would allow access to their xocashflow account. If this request is successful, this client’s company will appear in the XO Adviser page, where you will be given the option to log in to their account.

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