If you are a new portal user and your financial professional has invited you to the portal, an invitation will be sent to you, welcoming you and asking you to activate your account.
To activate your account:
1. Click 'Activate' within the body of the email.
2. A new browser page will open and you will be taken to the 'Activate your account' page.
Field 1- Your display name (mandatory): This field is prefilled based on the name chosen by the firm when your client account was created - you can adjust your name if required.
Field 2 & 3- Password / Password confirmation (mandatory): Your password must contain the following:
- 6 characters or more
- 1 lower case letter
- 1 upper case letter
- 1 number
- 1 special character (!$@#%^&*?)
- Must not contain the characters '&#' in consecutive order (Note: you can still include these characters used separately)
- Password must not begin with '<'
As you enter your password, you will see the requirements that have been met will change to green with a tick beside them. For the password to be a accepted, all criteria must be showing green.
Field 4 - Date of birth (optional): Your date of birth must be in dd/mm/yyyy format. You can also click on this field and a popup calendar is shown so you can easily locate and click on the appropriate date - once clicked it will be filled in in the correct format.
Field 5- Phone number (optional) : Your phone number entered must meet the following rules:
- a "+" symbol is allowed but not required. If you choose to add the symbol, you may only add it at the start of your phone number.
- Your phone number can be any length.
- Only numerical digits and the symbol "+" are allowed. You cannot use any alphabetical letters or any spaces between digits i.e. "+123 123 123" will occur an error whilst "+123123123" will be accepted.
Field 6 - Do you have a business? (mandatory): You must choose one of the two options.
Field 7 - Terms and conditions (mandatory): The tick box needs to be checked, accepting the terms and conditions.
3. Only when all of the mandatory fields noted above are completed successfully, the "Activate account" option will turn green. Click "Activate account" to proceed.
4. Upon clicking the activation button, you will be granted access to your portal and a confirmation page will appear confirming your password has been created.
If your financial professional has sent you a digital form, you may be taken directly to the form to complete.
You can now proceed with setting up your portal. You may like to have a look at our Quick guide- Getting started