Partner support help centre
Wealth Portal
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?