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Logging into Copilot

Carlos avatar
Written by Carlos
Updated yesterday

You can use either Apple Sign-in or Email Sign-in to log into your Copilot account.


How to Login

When you open the app, you will see the Sign-up landing page. To access your existing account, click "Already have an account? Log in →", as indicated in the image below.


Apple Sign-In

Click the "Sign in with Apple" button on the login page to sign in with the Apple ID associated with your device. You'll now be logged into your Copilot account.


Email Sign-In

  • Click the "Continue with Email" button on the login page.

  • Enter the email associated with your Copilot account.

  • You'll receive an email titled "Sign in to Copilot requested."

  • Tap to login to the same device you're trying to enter with (iPhone, iPad, Mac or Web).


What are Magic Links?

At Copilot, we use magic links, which give you access by sending a unique one-time link to your registered email account.

A magic link is a secure way to log into your account without having to remember a password. When you click on the magic link in your email, it will automatically log you into your Copilot account. This helps increase the security of your login and makes it easier for you to access your account.

You can learn a little bit more about magic links as an alternative to passwords for logging in here.


Setting a Password to Login

We have temporarily restricted the option to sign in using a traditional password. This measure is a proactive step to prevent potential risks associated with password-based authentication. If you have additional questions about login methods with Copilot, please contact us via the in-app chat.


Sharing Access with Magic Links

If you want to share access to your Copilot account with a trusted individual, such as a partner or financial advisor, you can utilize our Magic Link sign in method. Before proceeding, please note that any additional logged-in devices will also have full control of the account.

To grant access:

  1. Forward the Magic Link Email: Simply forward the most recent Magic Link sign-in email you received from Copilot to the person you wish to share your account with.

  2. Access via Link: The recipient can then tap or click on the unique link contained within the email. This link acts as a temporary, secure key, logging them into your account without the need for a shared password.

  3. Prior Installation Required: For the smoothest possible experience, please ensure the recipient has already downloaded and installed the Copilot application on their device (smartphone or tablet) before they click on the Magic Link. This prerequisite ensures the link correctly opens the app. The exception to this is if you’re logging into our web app.

This method of sharing ensures that your core account security remains robust, as it avoids sharing static, reusable passwords, and leverages our secure, one-time sign-in mechanism. Remember to only share access with individuals you trust implicitly.


Troubleshooting Login Issues on the Mac App

A few common issues can be easily resolved if you're having trouble logging into the Mac app using your email.

  • If you're using a VPN or Apple's Private Relay on your device, please temporarily disable this and attempt to sign in again.

  • If you are using any content or ad blockers on your device, please also disable these and attempt to sign in.

  • Please try logging in on a different wireless network. We have seen that sometimes, using a different wireless network resolves this issue due to issues on the router level.

👋 Still have questions? Contact us via the in-app chat.

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