Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Integrations
  3. FYI

FYI

  • How do I trigger a bulk import of clients/entities from FYI Docs to the partner portal?
  • How do I set up the FYI Docs integration?
  • How do I add a client from FYI Docs to the partner portal?
  • How do I connect/disconnect a client/entity to their FYI Docs file within the partner portal?
  • How do I sync documents stored in the client portal to FYI Docs?
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