Adviser workspace
This login is separate from the client portal and separate from any other connected platform login. It is designed for Jessie’s internal review, onboarding management, and payment preparation workflow.
Separate secure session
Adviser access uses its own email-password session so it stays distinct from client logins and any other website accounts.
Review and manage
Approve client onboarding, review progress, and create payment links for deposits or balances in one place.
Adviser sign in
If adviser access has not been configured yet for this site, use the setup page once to create Jessie’s private login.