Classic View
Getting Started
Rooms
- How do I use the chat feature within Rooms?
- How do I adjust the Room settings?
- Can I add a Room?
- What are Rooms?
- How do I add member into a Room?
- How do I work inside the Rooms feature?
Insurance
- How do I create an Insurance Summary?
- What insurance types are available under each policy type?
- How do I add an insurance policy and its cover details to my portal?
- How do I edit my insurance policy or cover ?
- How do I attach a document to an Insurance item?
- How do I add a To-do to an Insurance item?
Mobile
Wills
Cashflow Settings
Cashflow Features
To-dos
Goal Features
Reports
Wealth Setup
- How do I add a portfolio?
- How do I add a superannuation account?
- Wealth categories explained
- How do I add a bank account?
- Updating & adding your property details with our data provider.
- How do I edit a wealth item?
Team Members
- Viewing & Modifying Your Primary Professional in your portal
- How do I request a workspace for an existing entity from my client portal?
- How do I add a connection, professional or authorised user to an entity?
- Why create a workspace for an entity?
- What are team members?
- How do I add, edit or remove a team member?
Security
My Details
- How do I Update my email notification settings?
- How do I switch between my client portal and other workspaces?
- How do I adjust my Survey answers?
- How do I update my payment details?
- How do I delete my account?
- How do I reset my password?
Document Storage
- How do I upload a document?
- How do I lock a document?
- How do I unlock a document?
- Document Locking/Unlocking Information
- How do I view documents stored in my portal?
- How do I move my documents from and to different folders?
Transaction Categories
Guest Access
Wealth Features
Wealth Settings
Open Banking
- Which financial institutions are currently supported via Open Banking in the portal?
- Open Banking FAQ
- How do I add a bank account via Open Banking?
- How do I link/unlink an account to/from an existing Open Banking consent?
- How do I delete (withdraw consent) my Open Banking linked account?
- How do I renew my Open Banking consent?
Wealth Reports
Troubleshooting Cashflow
Troubleshooting Wealth
- Troubleshooting error messages when adding wealth items with banking credentials
- How data feeds with Multi-factor Authentication (MFA) work
- Why can’t I find my financial institution on the list?
- My bank accounts don’t seem to have updated. Why?
- Is it normal for my bank accounts to be ‘processing’ for a long time?
- How do I update the login credentials for my bank feeds?