Partner support help centre

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

Client Setup

  • How do I add a client or client group to the client list?
  • How do I add a co-owner?
  • Client groups with shared emails: Your setup options
  • Can I transfer a client into my portal from another Firm?
  • How do I send clients an invitation to their portal?
  • How do I merge clients to form a Client Group?
  • How do I adjust a Client Group name?
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