Client Facing Training - Client Portal

This article covers how your client will access and use the client portal. You are able to share these instructions with your client, particularly the instructional video.

To view the instructional video of this material, click the link below.

Video Link: Client Facing Training of Client Portal

To share this video, copy and paste the video link and send to your client.

NOTE: Your organization must have subscribed to the Client Portal for this option to be enabled.

Instructions

To set up and use the Client Portal from the firm’s perspective, see the article below.

These instructions must be followed to setup and use the client portal. The client-facing training is meant for the firm to sent to their clients to better explain how to login to their Client Portal.

Article link: Client Portal Setup and Use

Video link: E-training: Client Portal Setup and Use

Related articles

Deleting User Accounts, User Settings