my succession wealth · 2020-04-07 · 8. a box will appear requesting a one time security code. 19...

PRIVATE & CONFIDENTIAL

MY SUCCESSION WEALTH


CONTENTS & HOW TO USE THIS GUIDE

MY SUCCESSION WEALTH2 -

1. Front page2. Contents & How To Use This Guide

3. Logging into 'My Succession Wealth' 4. Log in screen

5. Help Logging in

6. Username & Password – Auto save function

7. Session expiry

8. Header & Footer

9. Updating your online profile10. Change password

11. Security Questions

12. Personal Details

13. Marketing Preferences

14. Messages and Documents15. Messages & Documents – Inbox

16. Compose Message

17. Digital signature18. Digital signature steps pt1

19. Digital signature steps pt2


LOGGING INTO 'MY SUCCESSION WEALTH'

mysuccessionwealth.co.uk – shortened URL to make it easier to type into a web browser. This will take you to the site.

https://succession.myfinance-hub.co.uk/login/ - the actual URL you should always see in the address bar when you are on the log in page of the site.

mysuccessionwealth.co.uk

https://succession.myfinance-hub.co.uk/login/


LOG IN SCREEN

Click the eye symbol to reveal your

password. This is handy if you

aren’t sure if you typed it correctly.

Click it again to hide it.

Be careful using this feature in

public where you could be observed.

Please do not share your username

and password to anyone.

If you are having difficulty logging

in click the ‘Help with logging in’

link. From here you can easily get a

reminder of your username and

password in just a few simple steps.

The log in screen requests the username and password provided by your Wealth Planner.



HELP LOGGING INIf you need help logging into your online account, we can provide you with a reminder of your username and a temporary password.

This feature will send a new

‘temporary’ password (you will be

asked to change it) to you via e-mail

if you have forgotten it. You will

need to answer a number of

questions based on the details you

provided when you set your online

profile up in order to complete this.

This feature sends a reminder of

your username to the e-mail account

associated with your online profile.



USERNAME & PASSWORD – AUTO SAVE FUNCTION

This function should only be used on a

personal device. It should not be used on a

public device. E.g. in a coffee shop or on a

device borrowed from a friend. If you have a

feeling your log in details have been

compromised contact your Succession Wealth

Planner as soon as possible.

Most web browsers now have an auto save function that records your username and password when you log in. This is very handy in saving you time typing those details in every time

you log into a website.



SESSION EXPIRY

For your security after 10 minutes of no activity, the system will log you out and you will need to log back into your account. Bear this in mind when you are reading documentation we

have sent through messages, especially on mobile.



HEADER & FOOTERThe menu provides a list of additional

pages where you can perform

maintenance on your online profile.The header and footer provide in site navigation.

Access documents we have sent you

and any message communications.

At the bottom of each page you will find

your Wealth Planner details so you can

easily get in contact should you need to.

For security we provide you the date and

time of your last login. If this doesn’t

seem right contact your succession

wealth planner so we can take a look

into it.

Here you will find links to our privacy

policy, cookie policy, terms of use and a

link to help & support content.



MY ACCOUNT - MENU


CHANGE PASSWORDThe change password screen in the ‘My Account’ menu allows you to update your password whilst you are in the site. You need your existing password to do this. If you cannot get into the

site you would need to go through the Password reset process as described earlier in this guide.



SECURITY QUESTIONS

The security questions page allows you to amend the questions and answers you set up when you created your online profile.



PERSONAL DETAILSThe personal details screen allows you to see what we have recorded for you on the system. For your own security we ask that you send us a secure message through the portal to update

any details.



MARKETING PREFERENCES

The Marketing preferences screen enables you to change the way we communicate marketing information to you.



MESSAGES AND DOCUMENTS


MESSAGES & DOCUMENTS - INBOX

The messages and documents area provides an easy and secure way for us to communicate. You can filter and sort your messages.



COMPOSE MESSAGE

Here you can compose a new message and add attachments. Be sure to add a meaningful subject as it helps to identify them in future when there are many messages in your inbox.



DIGITAL SIGNATURES


DIGITAL SIGNATURE STEPS – PT 1

Digital signatures allow us to send you documents that we would usually need to send by post or meet you in person to sign. This function provides flexibility, is quick, easy and secure.

The next 2 pages give you an overview of how the process works.

1. Your wealth planner will notify you that you have a Digital signature to sign.

2. Access ‘My Succession Wealth’ and navigate to the ‘Messages and documents’

section of the site. There you will find an e-mail in your inbox with details of any

supporting documentation that you should read along side the Digital signature

document.

3. Take your time to read this information before you sign as it is important.

Continues on the next page….

In mobile, opening PDF documents will take you to a separate tab in your browser. You will then need to navigate back to the website.

After a certain amount of time you may need to log back in again.



DIGITAL SIGNATURE STEPS – PT 2

6. Scroll through and read the document carefully.

7. When you get to the bottom of the page you will see a box

requesting you to digitally sign (agree to the document

conditions) the document and to agree to the Digital

signature terms and conditions (being a substitute for a

normal handwritten signature). Once happy to proceed tick

the box to agree to both.

8. A box will appear requesting a one time security code.


4. Once you have read any supporting

materials navigate to the ‘To be signed’

section at the bottom of the menu.

5. Click the ‘View’ button.

9. You will be sent a text message to the

mobile phone number registered on

your account.

10. Enter the code provided into the box

displayed on ‘My Succession Wealth’

and click ‘Sign’.

11. This will complete the digital signature

process.