Partner support help centre

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  1. Wealth Portal
  2. Clients

Clients

Client Portal Tips

  • Starter files - What can a client expect when adding credentials?
  • How do I adjust a Client Group name?
  • 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 export my client list to CSV?
  • How do I demerge or remove a co-owner from a Client Group?
  • 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?
See all 14 articles
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