Creating and Inviting Users to the Client Portal
End-Client access to the Client Portal is automatic for anyone who has gone through the prospect flow and created a profile for themselves. For clients who have had accounts opened through the Advisor-led process, access to the Client Portal must be turned on from within the Portfolio Manager by an Admin or Advisor.
Enabling Client Portal Access for End-Clients
Clients who opened accounts themselves through the Client Portal will already have access to the Portal. For others brought on through Advisor-led account opening or who opened accounts that were later imported to AdvisorEngine, perform the following steps to enable Client Portal access:
- Navigate to Run Business > User Management > End-Client Access.
- Locate the client in the list. You can filter to see only Clients without Client Portal users using the drop-down in the upper left and search by Group name, User name, or Account Number with the Search box in the upper right.
- Click Create User in the Actions column of the client’s row. The End-Client User Settings window will open.
- Enter a User ID for the client (must be a valid email address). You may also override default access settings for the user as described in Customizing the Client Portal per User.
- Click Create.
The client receives an email inviting them to log in to their new client portal account.
Note: The link is valid for the amount of time set in
Run Business > Firm Profile > Client Portal (default: 24 hours). If the Client does not register before it expires, you will need to
resend the invite email.
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