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Financial Planner ’s Portal Administration Instructions Financial Planner’s Link

Financial Planner ’s Portal Administration Instructions Financial Planner’s Link https://www.selfwealth.com.au/secure/practice-centre /. Login HERE (Initial login details will be provided by SelfWealth). Load client details CLICK HERE. Existing Clients. NEW Clients.

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Financial Planner ’s Portal Administration Instructions Financial Planner’s Link

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  1. Financial Planner’s Portal Administration Instructions Financial Planner’s Link https://www.selfwealth.com.au/secure/practice-centre/

  2. Login HERE (Initial login details will be provided by SelfWealth)

  3. Load client details CLICK HERE

  4. Existing Clients NEW Clients

  5. Complete your clients details HERE! Then press NEXT

  6. Time to load your clients portfolio

  7. Add Assets

  8. Add Assets

  9. Select Asset

  10. 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.

  11. Time to ACTIVATE CLICK

  12. Activate CLICK TO ACTIVATE – This will trigger an email to be sent to your client with a temporary password

  13. 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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