Partner support 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

  • What is Multi-Factor Authentication (MFA)?
  • How do I enable Multi-Factor Authentication (MFA) for my firm ?
  • How do I disable Multi-Factor Authentication (MFA) for my firm?
  • How do I enable Multi-Factor Authentication (MFA) for my staff?
  • How do I enable/disable MFA for my staff login?
  • How do I enable Multi-Factor Authentication (MFA) for my clients individually ?
See all 8 articles

Payment & Plan

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