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Financial Planner ’s Portal Administration Instructions Financial Planner’s Link PowerPoint PPT Presentation


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Financial Planner ’s Portal Administration Instructions Financial Planner’s 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.

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

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Financial planner s portal administration instructions financial planner s link

Financial Planner’s Portal Administration Instructions

Financial Planner’s Link

https://www.selfwealth.com.au/secure/practice-centre/


Financial planner s portal administration instructions financial planner s link

Login HERE

(Initial login details will be provided by SelfWealth)


Financial planner s portal administration instructions financial planner s link

Load client details

CLICK HERE


Financial planner s portal administration instructions financial planner s link

Existing Clients

NEW

Clients


Financial planner s portal administration instructions financial planner s link

Complete your clients details HERE!

Then press NEXT


Financial planner s portal administration instructions financial planner s link

Time to load your clients portfolio


Financial planner s portal administration instructions financial planner s link

Add Assets


Financial planner s portal administration instructions financial planner s link

Add Assets


Financial planner s portal administration instructions financial planner s link

Select Asset


Financial planner s portal administration instructions financial planner s link

Finished?

Click BACK

Client’s 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.


Financial planner s portal administration instructions financial planner s link

Time to ACTIVATE

CLICK


Financial planner s portal administration instructions financial planner s link

Activate

CLICK TO ACTIVATE – This will trigger an email to be sent to your client with a temporary password


Financial planner s portal administration instructions financial planner s link

At the end of your session don’t forget to sign out.

Alternatively, use a different browser for the Practice Centre.


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