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Partner support help centre

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  1. Wealth Portal
  2. Admin Settings

Admin Settings

Staff

  • How do I remove a staff member from my Partner Portal?
  • How do I add and invite staff to my Partner Portal?
  • How do I manage permissions for my staff?

My Account

  • How do I update my user profile?

Security

  • How do I enable Multi-Factor Authentication (MFA) for my staff?
  • How do I disable Multi-Factor Authentication (MFA) for my clients ?
  • How do I enable Multi-Factor Authentication (MFA) for my clients ?
  • How do I enable Multi-Factor Authentication (MFA) for my firm ?

Payment & Plan

  • How do I upgrade my portal subscription?
  • How do I update my payment details?
  • Where can I view my invoices?

Wealth Portal

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