Client Portal Help Centre
How do I edit a wealth item?
How do I add a wealth item?
How do I delete a wealth item?
How does Wealth ownership work?
Filtering in wealth
How do I hide and unhide a wealth item, like a bank account?
How do I produce wealth reports?
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?