Client help centre

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  1. Client Portal
  2. Mobile App
  3. Wealth

Wealth

  • How to add an Open Banking feed on Mobile
  • How to link / unlink an account to/from an Open Banking consent on Mobile
  • How to withdraw Open Banking consent on Mobile
  • How to edit a wealth item on Mobile
  • How to add insurance items on Mobile
  • How to add a wealth item on Mobile

Portal

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