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Partner support help centre

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  1. Wealth Portal
  2. Training videos

Training videos

Getting Started

  • How do I Reset my password?

Admin Settings

  • How do I change my password?

Configure

  • How do I set up my services in the Partner Portal?
  • How do I set up Report Covers ?

Digital Forms

  • How do I send a digital form to a client?
  • How do I create a digital form for a client (Open a new form)?

Documents

  • How do I use the Upload documents feature?
  • How to delete a document sent for signing
  • How do I get the eSignature certificate?
  • Can a couple sharing an email address sign documents electronically?

Dashboard

  • Overview of the Partner Portal Dashboard

Clients

  • How do I remove (unlink) a client from my Portal?
  • How do I perform bulk actions on the client list?
  • How do I add a co-owner?
  • How do I assign staff to client files?
  • How do I merge clients?
  • How do I use the filter on client Goals?
See all 7 articles

Rooms

  • How do I work inside the Room feature?
  • How to Create a Room for a Client

Wealth Portal

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