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Why can't I see my client in Brillian?

Troubleshooting steps for financial advisors who don't see an expected client in their Brillian account.

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Written by Hallie Porterfield

If a client isn't showing up in your Clients tab, it usually comes down to one of a few things.

A few things to check

  1. Your client needs to have completed signup and explicitly consented to share their business information with you — until both of those happen, their business won't appear in your account.

  2. If they previously shared their data and it's since disappeared, it's possible they revoked that consent.

  3. It's also worth confirming you're logged into app.brillian.co with the correct email, and that your client signed up using your referral link rather than a colleague's.

Having trouble?

If you've checked all of the above and still don't see your client, reach out through the chat in your account or email us at [email protected] and we'll help you sort it out.

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