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 5 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
- Rooms is an area where you, your financial professionals and other will share
- Wealth is the area where you, your financial professionals and other will keep track of all your assets and liabilities.
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
Step 4 - Rooms
Enter the room created by your professional. Complete any tasks assigned, upload documents, fill in any forms and ensure you Email Members once tasks have been completed in the room to ensure you notify all that you have done some work in the room.
Quick links: How to work in inside the Rooms Feature
Step 5 - Wealth
Navigate to the Net Worth section of your portal enter your assets and liabilities (what you own and owe). Start by adding your property - enter your address and the portal will find it for you! If you are granted a Pro Subscription by your financial professional, any logins you add will maintain and continue to update the balance and transactions of your accounts. House and car values will update automatically as well. If you are on a Starter file, today's balances will be shown today and will not adjust.
When you’re ready, enable bank feeds to see live balances and transactions for your bank accounts, loans, and investments.
If any of your assets or liabilities, such as a property or loan, are co-owned with another person or entity, you can assign split ownership within the portal to ensure your personal net worth is accurately represented.
Quick links:
And that’s it! Your portal is now ready to go.