Client Portal Help Centre

United Kingdom New Zealand
  1. Client Portal
  2. My Account

My Account

Mobile

  • How do I download the App on mobile?

Reports

  • How do I generate reports?

Getting Started

  • How do I activate my account?
  • Quick Guide: Getting Started (Pro Account)
  • Quick Guide: Getting Started (Starter Account)

Security

  • How secure is your client portal?
  • What is Multi-Factor Authentication (MFA)?
  • My firm has enabled Multi-Factor Authentication (MFA). How do I access my account?
  • How do I enable/disable Multi Factor Authentication (MFA) for my client portal?
  • How do I change my registered MFA device?

My Details

  • 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?
  • How do I change the email address I use to log in?

Wealth Portal

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