Partner support help centre

Australia New Zealand
  1. Wealth Portal
  2. Clients

Clients

Client List

  • How do I bulk upload clients, team members and entities?
  • How do I perform bulk actions on the client list?
  • How do I unlink or delete clients?
  • How do I assign staff to clients in bulk?
  • How do I view and/or edit a client's account?
  • How do I unhide a client to reappear in the client list?
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