For associates on a TPI Main Advisor's team.
When will I get my invite?
After your Main Advisor sets up their agency in Tern. Haven't gotten one yet? Check with your Main Advisor.
Will this cost me anything?
Your access is covered through TPI. For questions about fees, email [email protected].
How do I accept my invite?
New to Tern: open the invite email, click "Accept Invitation," and create your account.
Already have a Tern account: log in, go to Settings → Agency Details, and accept from the banner at the top.
If you had your own Tern subscription, it's cancelled when you accept, and you'll get a prorated refund for unused time.
How does my team use Tern?
Every team works a little differently, so start with your Main Advisor. For your own setup, see How TPI Advisors Can Get Started with Tern.
Can I use the one-way sync?
Yes. Bookings you make in Tern under the TPI accreditation sync to TPISuitcase. Learn more in FAQ: Tern to TPISuitcase Integration.
Why can't I delete a trip, booking, or contact?
It's likely agency-managed. Your Main Advisor's agency controls it, so bookings can't be deleted or unshared by accident.
To check: open the trip and look under Overview → Agency sharing in the right sidebar.
Why it happened: trips usually become agency-managed once a booking is marked Booked under your agency's credentials. Anything your agency's owner or admins create is agency-managed too.
To delete or change it: ask your Main Advisor. TPI can't do this for you.
Learn more: Agency managed contacts & trips
Who to contact
Invite or agency setup: your Main Advisor first, then [email protected]
Deleting or changing agency-managed trips or contacts: your Main Advisor
Billing, membership, and license fees: [email protected]
Bookings and TPISuitcase sync: [email protected]
Commissions and statement discrepancies: [email protected]
How to do something in Tern: ask Fin or contact Tern support
Want to talk it through? TPI offers 15-minute 1:1 calls. Email [email protected] to book one.