Financial Planner ’s Portal Administration Instructions Financial Planner’s Link

Download Financial Planner ’s   Portal Administration Instructions Financial Planner’s  Link

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Financial 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

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Accountants Portal

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

Add Assets

Add Assets

Select Asset

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.