Partner support help centre

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

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?
  • Can I delete, hide or unassign a client from my partner portal?
  • 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 ?
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