If your planner has invited you to join MoneyBrilliant, after you’ve set up your account you will need to accept their request. Once you have done this your planner will be able to see your data.
To accept your planner’s invitation, you need to follow these steps.
In Desktop go to Settings from the menu on the left-hand side of your screen.
Select Data Sharing
You will see Pending Invites at the bottom of the screen. Select the Accept option and your Planner will be able to view your data.