Wealth Portal Help Centre home page

Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Clients

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

Wealth Portal

Return to Portal