Partner help centre

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

Client Setup

  • How do I change a client's portal view?
  • New Client Portal Views & Features
  • How do I view and/or modify a Client's Primary Professional?
  • How do I use the 'Advanced Search' feature?
  • How do I remove a client from my portal?
  • How do I add a client or client group to the client list?
  • How do I add a co-owner?
  • How do I create an account for a client group who share an email address?
  • 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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