This page shows you how to invite SMSF members, trust beneficiaries and Investors to access client view so they can view their portfolios online through Client View.
The navigation differs depending on the type of entity so please ensure you refer to the correct product type; either SMSF, Trust or Portfolio
How to Invite an SMSF Member
Navigate to Fund Level > Members > Browse Members
- Click on the member you want to invite
- Go to the Contact Details tab
- Ensure there is an email address entered
- Click Send Invitation button
- Click Yes to proceed or, Click No to cancel
- You will receive an email confirming an email invitation has been sent to the trustee
If you have not yet entered an email address for the member you will need to enter it and click Save before you can click Send Invitation
What does the member receive?
- The member will receive an email as shown below
- They will need to click Get started now to set up their logon details.
What if I have already invited the member?
- If the member has previously been invited to client view they will receive a message telling them that they have previously accepted an invitation as shown below
- They just need to enter their password and click I Accept to accept the invitation. If they have forgotten their password they can click on the forgotten password link to reset it.
How to invite a Trust beneficiary
Navigate to Trust level > Beneficiaries > Browse Beneficiaries
- Click on the beneficiary you want to invite
- Go to the Contact Details tab
- Ensure there is an email address entered
- Click Send Invitation button
- Click Yes to proceed or, Click No to cancel
If you have not yet entered an email address for the beneficiary you will need to enter it and click Save before you can click Send Invitation
What does the beneficiary receive?
- The beneficiary will receive an Online access invitation email as shown below
- They will need to click Get started now to set up their logon details
What if I have already invited the beneficiary?
If the beneficiary has previously been invited to Client View, they will receive a message telling them that they have previously accepted an invitation as shown below:
They just need to enter their password and click I Accept to accept the invitation. If they have forgotten their password they can click on the forgotten password link to reset it.
How to invite a Portfolio investor
Inviting an investor is a two step process. First, you must set up the contact with an 'Investor' role and then you can invite them to Client View.
Navigate to Portfolio level > Fund > Fund Structure
- Click Add Contact button
- Enter the First Name, Family Name, Email Address and click Save
- Go to the Roles tab
- Click +Add Role
- Select Investor
- Click the Menu icon
- Select Send Invitation
- Notification will appear that invitation has been sent and the status will change to Invited
- Click on Relationships tab
- Click Add as investor
- Click the Menu icon
- Click "Grant Access"
- Save
What does the Investor receive?
The investor will receive an email invitation as shown below: