Helping you get the most out of the Personal Finance Portal

Here you will find answers to Frequently Asked Questions and details of new features and updates.

Frequently Asked Questions

How do I… Register for the Personal Finance Portal
  • Visit
  • Enter the email address we hold for you so we can send you an activation link
  • Follow the link to verify your details
  • Choose a password and click ‘Register’
  • You will then be able to log in to your account.
How do I… Sign a document via the portal

DocuSign enables you to digitally sign documents that your Financial Planner sends to you via the portal. You will receive a secure message notifying you that your Financial Planner has sent you a document which requires your signature.

The first time you use DocuSign to sign a document you will need to agree to the terms and conditions and add a digital signature. You can choose an automatic signature or draw a custom one. Once the signature is adopted, it will appear on the document.

How do I… Share a document with my Financial Planner

Documents you upload to the portal are not automatically shared with your Financial Planner. To share a document, select the ‘Share this document with your Adviser’ tick box when uploading, or if you have already uploaded it, press Share to the right of the file name. Your Financial Planner can view and download the document, but they cannot edit or delete it.

How do I… Send a secure message to my Financial Planner
  • Press Compose in the Messages widget
  • Enter a subject and your message
  • Add an attachment if required and press Send.