Client Portal Help Centre

Australia New Zealand
  1. Client Portal
  2. 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 Features

  • How does Wealth ownership work?
  • Filtering in wealth

Wealth Settings

  • How do I hide and unhide a wealth item, like a bank account?

Wealth Reports

  • How do I produce wealth reports?

Troubleshooting Wealth

  • 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?

Wealth Portal

Return to Wealth Portal