Your partner portal gives you access to the details of your client’s accounts.
To view a client’s file:
- In your partner portal, go to Clients>Client List.
- Find the client/client group you would like to view
- Under the Actions Tab you will see a Viewing Eye (blue eye).
- Click on the Viewing eye next to the file you want to view.
- You will be forwarded to the client’s portal.
- To return to your Partner Portal, simply click on the ‘Client List’ or ‘Adviser Dashboard’ link on the top of the page in the orange bar.
For security reasons, you will not be able to add automatic data feeds such as bank accounts, credit cards and home loans on behalf of your clients.