Clients

Client Portal Tips

• Can I transfer a client into my portal from another Firm?
• How do I invite guests to my clients' account?
• How do I amend a client’s details (name, email, etc)?
• How do I export transactions as CSVs?

Client List

• How do I merge clients to form a Client Group?
• How do I add a co-owner?
• How do I add a client or client group to the client list?
• How do I bulk upload clients, team members and entities?
• How do I send clients an invitation to their wealth portal?
• How do I perform bulk actions on the client list?

See all 12 articles