Wealth portal help centre
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?
How do I hide and unhide a wealth item, like a bank account?
How do I split Wealth ownership?
How does asset / liability ownership work?
Filtering in wealth
How do I produce wealth reports?
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