Client Portal Help Centre

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  1. Client Portal
  2. Training videos

Training videos

My Account

  • How to setup Multi-Factor Authentication (MFA) on Desktop
  • How to accept an invitation & complete a digital form for on Desktop
  • 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 to switch workspaces
  • How do I setup my entities in the Portal?
  • How do I change my password?

Goals

  • How to create a goal

Protection

  • How to add an insurance policy and cover to your portal
  • How to edit your insurance policy and/or cover
  • How do I upload my Will?

Cashflow

  • How to manage duplicate transactions when transitioning to Open Banking
  • Filtering for Budgets in Cashflow
  • How do I bulk add transactions to Cashflow using a CSV file?
  • How do I export transactions as CSVs?
  • How do I review settings for the cashflow?
  • How do I review duplicates?
See all 7 articles

Wealth

  • How to hide / unhide a wealth item
  • How do I add a wealth item?
  • How do I edit a wealth item?
  • How do I adjust ownership of wealth items?
  • How do I add a bank account?
  • When and how should I hide or delete a wealth item?
See all 9 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?

Wealth Portal

Return to Wealth Portal