Client Portal
For clients — using the portal
- What will I see when I first log in?
- What is in each section of the portal?
- How do I update my own contact information?
- How do I complete a document request?
- How do I give my accountant or attorney access?
- Can two members of a household share one login?
- Does the portal support two-factor authentication?
- How do I switch the portal to dark mode?
- How do I approve a billing request from my advisor?
- What do I do when I get a portal invitation?
- Is there a mobile app for the portal?
- How do I link my financial accounts?
For advisors — setting up the portal
- How do I track a client's onboarding progress?
- How do I control which sections a client sees?
- Is portal activity logged for compliance?
- How do I see whether a client has used the portal?
- How do I turn the client portal on for a household?
- How do I invite a client to the portal?
- How do I revoke a client's portal access?
- How do I brand the portal with my firm's logo and colours?
- How do I help a client who cannot sign in?