Advisers Support Center Search for: Not an adviser? Click here for member support. Advisers Support Center Search for: Not an adviser? Click here for member support. Clients Clients How do I add a client or client Group to the client list? How do I add a co-owner? How do I merge clients to create a Client Group? What is the Tax Assistant and how does it work? Kwidz – The finance app for kids! Broaden your horizons with myprosperity’s estate planning functionality Generated Wills – FAQ Business Advisory Leads explained Guest access explained Unlinking & Deleting accounts explained Amending client details How to hide a client or make private How to view tagged tax transactions How to bulk upload clients, team members and entities How to perform a financial review with your client How to view a client’s account Adding assets and liabilities to your clients accounts How to add a client Back Can't find what you're looking for? Contact us at support@myprosperity.com.au Can't find what you're looking for? Contact us at support@myprosperity.com.au