How to Request Access to Your Client’s Completed Documents

To request access to your client's documents, simply follow these steps:

1. On your Advisor dashboard, click the three dots next to your client’s information.
2. Select "Request Access." This will send an email invitation to your client.
3. Have your client log in to their account using the link provided in the email from Fastwill, or by clicking here. Once logged in, they just need to click the "Summary" tab and accept the request.

Check more here: https://fastwill.com/insurance-agents