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How do I add a client or client Group to the client list?

The clients’ page is where you can create and manage all your individual clients or client groups, send invitations to join the portal, view clients’ wealth portals, send documents for signing, send a fact find, edit their subscriptions, enable the will wizard and...

How do I add a co-owner?

With the ability to add a co-owner to a Client Group or Household, the system becomes more flexible with permissions and use. If you have an active file and would like to introduce a new client into the portal as a co-owner with all the access permissions and...

How do I merge clients to create a Client Group?

Recently released (Oct 2019), myprosperity has made it possible to add clients as a group rather than just individuals. Now a couple or partners can have equal usability in a file, making logging into the file, loading banking information and using the mobile app...

Unlinking & Deleting accounts explained

There are two methods to remove clients from your list, this article will explain what they mean. Unlinking Unlinking a client from your advisor portal will remove the client from your client listing. This is done if they are no longer a client. Unlinking will...

Amending client details

During the process of adding a client, you might need to change their details that have been entered incorrectly. Here are the steps that can be taken to rectify some of these scenarios. Incorrect Name (How to change a clients name) a. In your client list, identify...