Common FAQs about Document Delivery Requests
Why can't I see some accounts on MyPortfolio +
Some accounts may not be visible on MyPortfolioPlus if they are not linked to the client's online account. This could be due to an oversight during the setup process or a discrepancy in account information. It is important to ensure that all accounts are properly linked to the client's online profile to ensure accurate and comprehensive viewing of their financial information.
How do I set up a client so that they can view their account statements online?
To set up a client so that they can view their account statements online, you will need to ensure that their accounts are properly linked to their online profile. This can be done by accessing the client's online account and navigating to the settings or profile section. From there, you can link any accounts that are not currently visible on MyPortfolioPlus.
It is important to double-check that all account information is accurate to ensure a seamless viewing experience for the client. Once the accounts are linked, the client will be able to access their account statements and financial information easily through their online account.
When I submit a request to reset a client's password for their online account access, how are they given the new password?
The new password will be securely stored in the Client's HubSpot Contact card for access by the Portfolio Manager; who will then provide the client with their updated password.
How do I cancel a document delivery request?
To cancel a document delivery request on the CRM, you can follow these steps:
- Navigate to the document delivery ticket where you submitted the request.
- Look for the action button on the ticket.
- Click on the action button and then click on cancel.
- Follow any additional prompts or confirmation steps, if required.
- Once the cancellation process is complete, ensure to verify that the banking request has been successfully cancelled.
By following these steps, you can easily cancel a banking request on the CRM system, providing you with control and flexibility in managing banking activities for your clients effectively.
If you require assistance with cancelling your request, please reach out to us at service@optimize.ca