Wealth Portal Help Centre home page

Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Clients
  3. Client List

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?
  • How do I remove (unlink) or delete clients?
  • How do I assign staff to clients in bulk?
  • How do I view and/or edit a client's account?
  • How do I unhide a client to reappear in the client list?
  • How do I hide a client from my client list ?
  • What is Private mode? How do I enable / disable it?

Wealth Portal

Return to Portal