Partner support help centre

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

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)?
  • How do I invite guests to my clients' account?
  • How do I export transactions as CSVs?
  • How do I direct property statements straight to the portal?
  • How do I edit a client's property details on their behalf?
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