Partner support help centre
Wealth Portal
Training videos
Clients
How do I remove (unlink) a client from my Portal?
14 December 2020 22:26
Articles in this section
How to bulk assign staff to client files
How to enable/disable MFA for clients individually
How to export your Client list to CSV
How do I add a To-do in the Partner Portal?
How do I add a client group?
5 top tips for managing clients
How do I ungroup clients?
How to invite one or multiple clients to the portal
How do I merge clients?
How do I assign staff to client files?
See more
