Welcome to the help for your portal!

We're still working on this page, but all the information for how to use your portal is ready. You can start with learning what you portal can do.

Feel free to let us know what you think about the help content, by answering the question Was this information helpful? which is at the bottom of each page and include your comments.

We'll endeavor to constantly improve the content to make the help more helpful.

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Welcome to a new way to collaborate with your advisor

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<p>&nbsp;</p><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="//fast.wistia.net/embed/iframe/6qwqwyw6y6?videoFoam=true" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="100%" height="100%"></iframe></div></div>
<script src="//fast.wistia.net/assets/external/E-v1.js" async></script><p>&nbsp;</p>

Now that your client portal is set up, take a few minutes to learn:

how you can use the portal to collaborate with your advisor,
how to get started,
what you can do in the portal.

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Having trouble signing in?

Make sure you're signing in with an MYOB account or Google account that uses the same email address that's in the invitation email your accountant/advisor sent you. If you don't know which email to use, or want to use a different address, get in touch with your accountant/advisor.

If you've set up two-factor authentication (2FA) for your MYOB account, you'll need to enter an authentication code when signing in. Get help with two-factor authentication.

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