Aside from navigating your portal, you have the option to dive into your client’s accounts.
1. To view any of your client’s accounts, locate your client from your client list and select View account.
2. No matter where you are on your client’s account (in a calculator, goal or report etc), simply click on your firm logo in the top left hand corner to return to the default view of their dashboard.
3. To return to your portal at any time, click on the Switch link in the top right hand corner.
For security reasons, you will not be able to add automatic data feeds such as bank accounts, credit cards and home loans on behalf of your clients.
You may also be interested in How to add assets and liabilities to your clients’ accounts.