Setting Up Client Portal FAQs

Setting Up Client Portal FAQs

Client Portal FAQs allow you to post answers to frequent questions clients may have while using the Client Portal. Each FAQ question is assigned a Category for it to appear within on the FAQ Page or Contact Us page. See Client Portal Settings for information on enabling the FAQ visibility in the Client Portal.

Adding FAQ Categories

  1. Navigate to Run Business > Firm Profile > Client Portal. (If you are editing FAQs for a Subtenant, first select the Subtenant from the right side drop-down and click View.)
  2. At the bottom of the Client Portal settings page, under FAQ category, click + Add New.
  3. Name the Category.
  4. Assign an Order number to the Category. Categories with lower numbers will appear first in the list.
  5. Click Submit.

Adding FAQs

  1. Navigate to Run Business > Firm Profile > Client Portal. (If you are editing FAQs for a Subtenant, first select the Subtenant from the right side drop-down and click View.)
  2. Near the bottom of the Client Portal settings page, under FAQ, click + Add New.
  3. Select the Category for the FAQ to appear in.
  4. Enter the text you want displayed for the Question and Answer.
  5. Assign an Order number to the FAQ. FAQs with lower numbers will appear first within their Category.
  6. Click Submit.

    • Related Articles

    • Client Portal Settings and Branding

      The Client Portal settings page allows you to configure the experience your clients have on 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 ...

    • 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 ...

    • Setting Up Client Portal Notifications

      Notifications appear on the right-hand sidebar of the Client Portal while on the Overview tab. Primary notifications on the Client Portal are automatically provided and controlled by the Portfolio Manager. You may also add and push Secondary ...

    • Benchmarks for Client Portal

      Advisors can now expose the same comparative benchmarks they see in their advisor platform to their end-clients through the Client Portal. See Performance Settings in Performance Benchmarks: Administration for details on activating this feature. ...

    • 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 ...