The table below provides links to articles in the Help Centre with information on Client View and Client Messaging.
Issue | Link to article |
Overview of Client View | Client View |
How to invite SMSF members, trust beneficiaries and investors to access Client View | Client View - Invitation Process |
I want to change the wording in the Client View invitation | How do I modify the wording to Client View invitations? |
I want to see when a member last logged into Client View | How can I see when a member last logged onto Client View? |
I want to update the member's contribution history in Client View | How to update the member's contribution history in Client View |
My client gets an error message when logging into Client View from an iPad | Error message when client logging into Client View from an iPad using Safari in private mode |
What is Client Messaging? | What is Client Messaging? |
Information on Client Messaging | Client Messaging Fact Sheet |
What do my clients see in Client Messaging? | What do clients see when I send them a message on Client Messaging? |
Can my clients reply using Client Messaging? | How can my clients reply on Client Messaging? |
Updating the member's contribution history in Client View | How to update the member's contribution history in Client View |