Financial Planner ’s Portal Administration Instructions Financial Planner’s Link
Post on 13-Feb-2016
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DESCRIPTIONFinancial Planner s Portal Administration Instructions Financial Planners Link https://www.selfwealth.com.au/secure/practice-centre /. Login HERE (Initial login details will be provided by SelfWealth). Load client details CLICK HERE. Existing Clients. NEW Clients. - PowerPoint PPT Presentation
Financial Planners Portal Administration Instructions
Financial Planners Linkhttps://www.selfwealth.com.au/secure/practice-centre/
Login HERE(Initial login details will be provided by SelfWealth)
Load client detailsCLICK HERE
Existing ClientsNEW Clients
Complete your clients details HERE!
Then press NEXT
Time to load your clients portfolio
Finished?Click BACKClients can also choose to link their CommSec, E*trade, Bell Direct, Nab Online or Westpac online broking accounts. This can be done by the subscriber via My Settings and will override any manual portfolio.
Time to ACTIVATECLICK
ActivateCLICK TO ACTIVATE This will trigger an email to be sent to your client with a temporary password
At the end of your session dont forget to sign out.Alternatively, use a different browser for the Practice Centre.