Client Portal Help Centre

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  1. Client Portal
  2. Training videos

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?

Wealth Portal

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