Wealth portal help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Wealth

Wealth

Wealth Setup

  • Updating your property details with our data provider.
  • How do I edit a wealth item?
  • How do I add a wealth item?
  • How do I delete a wealth item?

Wealth Settings

  • How do I hide and unhide a wealth item, like a bank account?

Wealth Features

  • How do Integrated Rental Statements work?
  • How do I split Wealth ownership?
  • How does asset / liability ownership work?
  • Filtering in wealth

Wealth Reports

  • How do I produce wealth reports?

Troubleshooting Wealth

  • Why can’t I find my financial institution on the list?
  • My bank accounts are not linking. Why?
  • 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?

Wealth on Mobile

empty

Wealth Portal

Return to Wealth Portal