Partner Accounts are set up by the Canopy Team. You will be provided with the Partner Admin account log in detailsIf you are an Individual User, you would have already chosen your Username, which is the Parent Account. Let's move you along to Create a New Child Account.
If you are an employee of a Financial Advisory Firm, the Canopy Team will set up Partner and Partner Admin Accounts, and provide log in details to you.
Upon When you log in to to Engine site, you may start to create your User Account.
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You have successfully created an account! You will now see this account in your Accounts view.
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Manage or Delete User Accounts
Occasionally, you may need to make some changes to the Users in your account when new colleagues join.
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