Partner support help centre

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  1. Wealth Portal
  2. Training videos
  3. Clients

Clients

  • How to export your Client list to CSV
  • How do I add a To-do in the Partner Portal?
  • How do I add a client group?
  • 5 top tips for managing clients
  • How do I ungroup clients?
  • How to invite one or multiple clients to the portal
  • How do I merge clients?
  • How do I assign staff to client files?
  • How do I add a co-owner?
  • How do I perform bulk actions on the client list?
  • How clients can activate their portal
  • How do I edit property details on a clients' behalf?
  • How to enable and disable multi-factor authentication (MFA)
  • How do I remove (unlink) a client from my Portal?
  • How do I use the filter on client Goals?
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