Wealth portal help centre
Login and App Download
How to Reset your password
How do I sign a document using my mobile app?
How do I sign a document using the portal on my computer?
How do I setup my entities in the Portal?
How do I change my password?
How do I upload my Will?
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?
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?
How do I add a wealth item?
How to browse services from your adviser?
How to set your priorities?
How do I work inside the Room Feature?
How do I Close a Room
How to use Category view and Filters
What reports are available & how do they work?