Client Portal Help Centre

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  1. Client Portal
  2. Mobile App

Mobile App

Rooms

  • How does Rooms work?

To-dos

  • How do I add a To-Do for a Wealth or Cashflow item?
  • How do I create and manage To-dos?
  • How do I create and manage To-dos on mobile?

Docs

  • How do I sign a document using my mobile app?

Links

  • How do I create or manage a goal on the mobile app?
  • How do I create and manage goals on mobile?

Wealth Portal

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