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 platform 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 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 .
The client receives an email inviting them to log in to their new client portal account.
The link is valid for 24 hours. If the Client does not register before it expires, you will need to resend the invite email
Client Portal Settings and Branding
OWM stands for Online Wealth Management, another term for your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make edits and changes to the existing ...
Client Portal Navigation and Features
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 ...
End-Client User Management
The End-Client Access workspace allows you to manage who has access to the Client Portal, create and invite new users, and edit what they can see in their particular portal. To access the End-Client Access workspace, navigate to Run Business > User ...
Creating a New Portfolio in the Client Portal
If a user of the Client Portal wants to create a new portfolio with a different model, they can begin it from the Client Portal with the following steps: Log in to the Client Portal. Scroll to the bottom of the Overview tab. Click on the CLICK HERE ...
Customizing the Client Portal per User
Once a client exists as an End-Client User, you can edit individual settings for their Client Portal if needed. To make Per-User changes for the Client Portal: Navigate to Run Business > User Management > End-Client Access. Locate the client to edit ...