Welcome to your new client portal! It’s your command centre for collaborating, communicating and sharing data with your financial professional. You will be able to upload and share documents, complete digital questionnaires, sign forms digitally and complete tasks.
Introduction: About your Client portal
Your Client portal has 3 Main sections
- Tasks is where you are assigned or can assign to-dos that need completion
- Docs allows uploading and downloading of documents shared
- Team is a list of all the people and entities that play a role in your financial life
This quick guide walks you through the basic steps to get your account up and running. When you’re done, take the time to explore and discover everything else your portal has to offer.
And if you haven’t already, don’t forget to download the app, for easy access to your entire financial world on the go.
Mobile App (iOS) Mobile App (Android)
**Ensure you keep notifications active for the App**
Step 1: Add your team members
Start by entering your team members in the Team area of your portal. Team members can be family members and financial professionals, as well as entities such as self-managed super funds (SMSFs) or trusts. Personalise your Team by uploading profile pictures for everyone.
Quick links:
Support Videos on Team section
Step 2- Upload documents
Store all your important documents securely in the cloud by uploading your Wills, tax summaries, portfolio information, important receipts and more in your portal. By keeping them organised, you’ll know where to find them when you need them!
Step 3 - Create/Complete Tasks
Missed anything? Create tasks and set reminders so you can come back to it later. Tasks can be created throughout the portal by you or your financial professional.
Quick links: How to create and manage Tasks
And that’s it! Your portal is now ready to go.