Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Clients

Clients

Client Setup

  • How do I add a client or client group to the client list?
  • How do I add a co-owner?
  • Client groups with shared emails: Your setup options
  • Can I transfer a client into my portal from another Firm?
  • How do I send clients an invitation to their portal?
  • How do I merge clients to form a Client Group?
See all 7 articles

Client Onboarding

  • Client Checklist : Information Required by a client for onboarding
  • Onboarding your clients: Onboarding using an invitation email only
  • Onboarding your clients: Onboarding using an e-signature request
  • Onboarding your clients: Onboarding using a Digital form

Client List

  • How do I set a default client onboarding form?
  • How do I remove myself as a professional guest from a client's account?
  • How do I view my clients goals?
  • How do I export my client list to CSV?
  • How do I bulk upload clients, staff members and entities?
  • How do I perform bulk actions on the client list?
See all 11 articles

To-Dos

  • How do I add/edit/complete a To-do in the Partner Portal?
  • How do I use the filter in client To-Dos?
  • How do I use the filter in the client To-dos?

Client Portal Tips

  • Client subscriptions: Starter subscription explained
  • Client subscriptions: Pro subscription explained
  • How do I manage my client's subscriptions?
  • How can clients activate their portal?
  • How do I demerge or remove a co-owner from a client group?
  • How do I amend a client’s details (name, email, etc)?
See all 10 articles
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