This guide will walk your client through the activation and acceptance journey, and will further assist them in navigating their client portal.

Bear in mind that if your firm has applied custom branding to the platform, elements such as the email address, logos, colour scheme and URL may differ.

N.B. This guide ONLY applies to client using the platform client portal. If you are a firm using the Plannr integration, your clients only require one log in for the Plannr client portal, and this should be reset from within Plannr.