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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

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


Complete your clients details HERE!

Then press NEXT


Time to load your clients portfolio


Add Assets


Add Assets


Select Asset


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.


Time to ACTIVATE

CLICK


Activate

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


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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