Once a prospect or client has been registered as a Client Portal user, they can log in to the primary Client Portal interface. The various options and functionalities are described below. Any user in a household with a login has access to the same features and permissions regardless of account "ownership". Note that feature availability for your users may vary based on your custodian and firm profile settings.
The Overview tab is the landing page of the Client Portal experience and presents the user with a quick overview of their progress and investments.
Each Portfolio is shown along with all active or pending accounts within that portfolio. This is also where a client would come to open an account if available for that custodian. See Account Opening (Pershing) or Account Opening (Schwab) for more details.
Along the side are any client notifications and information about their Advisor.
Portfolios can also be edited or created in this tab.
The Net Worth tab provides an overview of the client's complete financial picture, including Assets, Liabilities, Income, and Savings. All finances are listed below and can be filtered as needed.
This is also where the client can record outside assets to be included in the net worth calculations.
The Investments tab shows in-depth reporting on a client's investments and performance. See Client Portal Performance Reporting for full details.
The transfer tab allows a client to initiate a funds transfer within the capabilities of the custodial integration. See the following articles for more detail:
The Documents tab shows any downloadable documents that has been uploaded to the client's portal from the Wealth Platform. New documents are tagged as New until they have been opened.
Clients with open accounts can upload documents for their advisor with the button. Advisors will receive a service alert when a client adds a new document.
If your firm has set up Client Portal FAQs, this is where the client can go to view them. Support hours and contact information are also listed here if enabled.
The Contact Us section linked from the bottom of the page displays contact hours and phone number as well as an online form that can be submitted directly to the advisor.