Get started with your Client Portal
Steps:
1. Download from your App store or click here for Desktop
2. Activate your account
You will receive an email from our Team asking you to activate your account
3. Share Documents Securely
Upload and download documents easily
4. Digitally sign documents in your client portal
Your portal's security features
Know with confidence your information is safe
Bank level security
Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks.
Industry-leading providers
From document management to live data, your portal features services from industry leading platforms like Amazon Web Services, Yodlee, and OneSpan for a robust, reliable, and secure experience.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.
Multi-factor authentication
Make your portal even more secure by enabling multi-factor authentication. This introduces additional steps to log in so no-one else can access your account.