Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Admin settings

Admin settings

Staff

  • How do I change the email address I use to log in to my Partner Portal?
  • How do I add and invite staff to my Partner Portal?
  • How do I adjust Partner Portal permissions for my staff?
  • How do I remove a staff member from my Partner Portal?
  • What is Private mode? How do I enable / disable it?

My Account

  • How do I Update my email notifications?
  • Getting started explained - the Sign up
  • How do I update my firm's details and/or logo?
  • How do I update my user profile?

Security

  • Example client communications regarding MFA
  • Multi-Factor Authentication Enhancements
  • What is Multi-Factor Authentication?
  • How do I manage (enable/remove) my Multi-Factor Authentication methods for my staff login?

Payment & Plan

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