Client help centre

  1. Client Portal
  2. New Client Views - Training Videos
  3. Net worth

Net worth

  • Overview of Net Worth Section
  • How to add a Wealth item
  • How to edit a Wealth item
  • How to hide / unhide a Wealth item
  • How to delete a Wealth item
  • How to add a bank account
  • How to adjust the ownership of Wealth items
  • How to add a Wealth item with Open Banking

Portal

Return to Your Portal