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For families

Quickstart for families

Start your AKILI personal risk profile — invite code, magic-link sign-in, intake interview, and assessment.

AKILI is invitation-only for households. Your professional firm (wealth advisor, CPA, estate attorney, or family office) sends an invite so your responses stay private to your assigned team.

  1. Open Start Assessment

    Go to Start Assessment on the public site and enter the invite code your firm provided. If you do not have a code, ask your advisor or use Request a review.

  2. Create or confirm your account

    Household clients sign in with a magic link sent to email — no password. Check your inbox (and spam) for the secure link.

  3. Complete intake

    Answer the guided intake interview. You can pause and return; progress is saved to your account.

  4. Wait for advisor review when required

    Some engagements require your firm to review and approve intake before risk-domain assessments unlock. Your dashboard shows the next step.

  5. Complete active risk domains

    Work through the assessment sections your firm scoped for this engagement. When finished, review results and any action plan items from your portal.

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