financial planner ’s portal administration instructions financial planner’s link
Post on 13-Feb-2016
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Financial Planner’s Portal Administration Instructions
Financial Planner’s Linkhttps://www.selfwealth.com.au/secure/practice-centre/
Login HERE(Initial login details will be provided by SelfWealth)
Load client detailsCLICK HERE
Existing Clients
NEW Clients
Complete your clients details HERE!
Then press NEXT
Time to load your
clients portfolio
Add Assets
Add Assets
Select Asset
Finished?Click BACK
Client’s can also choose to link their CommSec, E*trade, Bell Direct, Nab Online or Westpac online broking accounts. This can be done by the subscriber via My Settings
and will override any manual portfolio.
Time to ACTIVATE
CLICK
Activate
CLICK TO ACTIVATE – This will trigger an email to be sent to your client with a temporary password
At the end of your session don’t
forget to sign out.Alternatively, use
a different browser for the Practice Centre.
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