Partner help centre

  1. Wealth Portal
  2. Admin settings
  3. My Account

My Account

  • How do I setup and use the login with my Microsoft Account?
  • Logging in and your Landing page
  • How do I Update my email notifications?
  • Getting started explained - the Sign up
  • How do I update my firm's details and/or logo?
  • How do I update my user profile?
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