Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Integrations
  3. Doc Storage Integrations

Doc Storage Integrations

  • How do I disconnect my Google Drive from my Partner Portal?
  • How do I sync client documents in the portal to FYI docs?
  • How do I set up FYI docs integration?
  • How do I sync my client's Box to their portal?
  • How do I sync documents from my client's portal to Box?
  • How do I set up my Box Integration?
  • How do I sync documents from my client's portal to Dropbox?
  • How do I sync my client's Dropbox to their portal?
  • How do I set up my Dropbox Integration?
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