Client Portal Help Centre

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  1. Client Portal
  2. Mobile App

Mobile App

Team

  • How to add a team member on Mobile
  • How to edit or delete a team member on Mobile

Cashflow

  • Filtering in Cashflow on Mobile
  • Categorising and Tax Tagging on Mobile
  • Creating transaction rules in cashflow on Mobile

Account Settings

  • How do I reset my password via the mobile app?
  • My firm has enabled Multi-Factor Authentication (MFA). How do I set up MFA on the mobile app?

Rooms

  • How does Rooms work on Mobile?

To-dos

  • How to create and manage To-dos on Mobile
  • How to add a To-Do for a Wealth or Cashflow item on Mobile

Docs

  • How to manage your documents on Mobile
  • How to sign a document on Mobile

Links

  • How to create or manage a goal on Mobile

Wealth

  • How to edit a wealth item on Mobile
  • How to add insurance items on Mobile
  • How to add a wealth item on Mobile

Wealth Portal

Return to Wealth Portal