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?