Training videos

Login and App Download

• How do I delete my account?
• How to Reset your password

Docs

• How do I sign a document using the portal on my computer?

Team

• How do I setup my entities in the Portal?
• How do I change my password?

Goals

• How to create a goal

Protection

• How do I upload my Will?

Cashflow

• Filtering for Budgets in Cashflow
• How do I import bulk transactions using a CSV file?
• How do I export transactions as CSVs?
• How do I review settings for the cashflow?
• How do I review duplicates?
• How do I filter in the cashflow?

Wealth

• Adding a new account with Open Banking
• Migrating / Reconnecting your Open Banking Accounts
• Linking and Unlinking Open Banking Accounts
• How do I add a bank account?
• When and how should I hide or delete a wealth item?
• How do I adjust ownership of wealth items?

See all 7 articles

Dashboard

• How to browse services from your adviser?
• How to set your priorities?

Rooms

• How do I work inside the Room Feature?
• How do I Close a Room

General Reports

• How to use Category view and Filters
• What reports are available & how do they work?