Wealth portal help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Rooms

Rooms

Using Rooms

  • How do I download a document from Rooms?
  • Can I export the Room information?
  • How do I close a Room?
  • How do I know a room has had activity?
  • How do I adjust the Room settings?
  • How do I work inside the Rooms feature?
See all 7 articles

Rooms Explained

  • What are Rooms?

Wealth Portal

Return to Wealth Portal