Articles on: Client and Account Management

What can I do on the Client Manager page?

Here are the main things you can do on this page:

If you select the options icon on the top right-hand corner of a portfolio as an owner, see all your managers’ client portfolios
As a manager, see your own client portfolios
As an owner, share client portfolios with managers and/or assign clients their own portal
As a manager, share your clients' portfolios to other managers and/or assign clients their own portal

An important point to remember:

Remember to add a manager or client to the account first before you try to assign anything to them. You can do this in Manage Account and then select Manage Users.

Updated on: 05/04/2023

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