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Getting started with your portal

The collaboration portal created by your advisor enables you to interact with them more closely and to securely approve and exchange documents from anywhere, anytime.

Watch this video to help you sign in and get started.

You may be invited to access more than one portal. For example, your accountant may set up a collaborative portal for your personal accounts and another for your business accounts. For your business-related portal there may be a number of other people associated with that portal, e.g., your business partner. Your accountant may give you access to the whole portal or restricted access to certain tasks and/or documents.


If you're having any issues with your portal, and the FAQs & troubleshooting section can't help, get in touch with your advisor.