Wealth portal help centre
Wealth Portal
Wealth
Wealth
Wealth Setup
How do I edit a wealth item?
How do I add a wealth item?
How do I delete a wealth item?
Wealth Settings
How do I hide and unhide a wealth item, like a bank account?
Wealth Features
How does Wealth ownership work?
Filtering in wealth
Wealth Reports
How do I produce wealth reports?
Troubleshooting Wealth
My bank accounts are not linking. Why?
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?