How to add an Adviser/User to Lumiant [How-Tos]

Plans that help you grow

Lumiant plans have been designed to help you scale while ensuring they fit into your current tech stack.

If you are a Practice Manager and wish to add a new staff member to your existing Lumiant agreement please reach out to our friendly Support team by raising a Support request. 

Our support team will help you and your growing team to manage this request.  

In your support request, please let our team know the Adviser or Support staff details that you would like to add to your agreement. Including: 

• Staff member's first and last name
• Staff member's email address 
• Staff member's mobile number ( 2FA)
• Staff member's role ( Adviser or Support) 

Please be aware that the additional user will incur an extra cost to your agreement, this cost will depend on the user's role, your lumiant package and pricing. 

Please refer to our Lumiant Pricing for additional information.