If you are using the portal with clients to get current information on their wealth and insurances, it is important for a client to be prepared when access to their account is granted.
Whether the client is on a Pro or Starter account, they can input their online credentials to get today's values. They can also just add the information manually.
As well as adding wealth items, clients have the ability to securely store important documents such as Wills, Insurance policies, contracts and much more.
Below is an information ready checklist to help your clients prepare for the onboarding process and ensure they get the most out of the features of the client portal.
Client Checklist
Please have your log-in details (including passwords) for the following online accounts or today's current values for manual input:
| Bank Accounts | |
| Credit Cards | |
|
Superannuation Fund |
|
|
Portfolio / Share Trading Platforms |
|
| Loans - Motor Vehicle | |
| Loans - Personal | |
| Mortgage - Home | |
| Mortgage - Investment Property | |
| Term Deposit | |
| Other |
Please have any of the following documents: (if applicable)
| Purchase/Sale Contracts for property/shares etc | |
| Insurance Documents - Home & Contents, M/V, Life & TPD, Health, Investments cover | |
| Wills | |
| Motor Vehicle Lease | |
| Photos of collectables & valuable items | |
| Company & Trust Deeds | |
| Beneficiary details |
If not uploaded today, these items can always be added at a later time.
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