Client help centre

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  1. Client Portal
  2. New Client Views
  3. Net worth

Net worth

  • How to export Assets & Liabilities as CSV
  • How do I add Wealth items?
  • How do I edit Wealth items?
  • How do I delete a Wealth item?
  • How do I hide/unhide a Wealth item?
  • How do I set or adjust ownership of Wealth items?
  • Wealth Categories explained
  • Filtering in Net worth
  • How do I use the Net worth Settings?
  • My bank accounts don’t seem to have updated. Why?
  • How data feeds with Multi-factor Authentication work
  • How do I update the login credentials for my bank feeds?
  • Troubleshooting error messages when adding wealth items with banking credentials
  • Why can’t I find my financial institution on the list?

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