Client help centre

United Kingdom New Zealand
  1. Client Portal
  2. Classic View
  3. Troubleshooting Wealth

Troubleshooting Wealth

  • Troubleshooting error messages when adding wealth items with banking credentials
  • How data feeds with Multi-factor Authentication (MFA) work
  • Why can’t I find my financial institution on the list?
  • My bank accounts don’t seem to have updated. Why?
  • Is it normal for my bank accounts to be ‘processing’ for a long time?
  • How do I update the login credentials for my bank feeds?

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