Your clients can reset their password anytime by going to the Savvy dashboard login page and clicking “Forgot your password?”

Alternatively, you can also send your clients a password reset email via their respective Household page on your dashboard.

  1. Search for the client household who needs to reset their password, and navigate to their Details page.

Accessing Client Details in Savvy Wealth Dashboard - Step 8.png

  1. Scroll to the Client details section and click the Send reset password email button to send them a password reset email.

    <aside> ⚠️

    If your client does not receive the email in their inbox, be sure to check for the following:

    How To Send Password Emails in Savvy Wealth - Step 9.png

    <aside> 💡

    If your client has not yet set up a password to access their Savvy account, the Password button will say Send create password email instead.

    </aside>

    Create password step.png

  2. Once you click the Send reset password email button, an automated email is immediately sent to your client. They should receive the following email within a few minutes from [email protected].

    Password reset email.png

  3. After your client clicks on the Reset password button in the email, they will be redirected to a new browser page and prompted to set a new password. Clicking the Reset button on the page will confirm their new password; and the page will automatically refresh to take them into their Savvy account.

    <aside> ⚠️

    Please note that passwords must be at least 8 characters long

    </aside>

    How to Reset Your Password on Savvy Wealth - Step 12.png