How It Works:
Open the link from your advisor
Your advisor will send you a personal Waterlily link. Just click to open it in your browser.
Confirm your email address
You will be taken to a Waterlily sign-in page where your email address may already be pre-filled. If it is not pre-filled, enter the same email address you used on your intake form, then click Continue.
Check your email for the verification link
Waterlily will send a verification link to your email address. Open that email and click the sign-in link.
If you do not receive the link right away, you can request a new one, but this option becomes available only after one minute.
Note: If you do not see the verification link right away, check your spam or junk folder as well.
You have successfully logged in
After clicking the verification link, you will be signed in.
You can close the original tab that was opened for the verification link request.
Select your profile to open your results
You’ll then be able to select which long-term care plan you want to view, in case you're building multiple plans, such as for yourself, a spouse, a parent or in-law.
Client Troubleshooting Tips:
Q: I didn’t get a verification link—what now?
A: First, check your spam or promotions folder. Still can’t find it? Click “Resend” on the sign-in page or message us using the live chat in the bottom right corner of your screen.
Q: Can I forward the link to a family member?
A: You can, but when they click on the link it will still send a verification code to your email, so you'll need to coordinate with them to have them log in at a time when when you can access your email and share the verification code with them so they can access the plan.
Q: Do I need to do this every time I view my plan?
A: Yes. Each time you open the link, we’ll send a new one-time code to keep your information safe and secure.
Still Need Help?
If you’re running into any issues, start a live chat or send an email to hello@joinwaterlily.com, we’re here to help!