Client Portal Help Centre

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  1. Client Portal
  2. Wealth
  3. Wealth Setup

Wealth Setup

  • How do I add a portfolio?
  • How do I add a superannuation account?
  • Wealth categories explained
  • How do I add a bank account?
  • Updating & adding your property details with our data provider.
  • How do I edit a wealth item?
  • How do I add a wealth item?
  • How do I delete a wealth item?

Wealth Portal

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