How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
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Welcome to a new way to collaborate with your advisor!
Now that your client portal is all 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.
And feel free to let us know what you think about these help pages - we're listening!
Having trouble signing in?
You need to sign in with an MYOB account or Google account that uses the email address shown in the invitation email your advisor sent you.
If you don't know which email to use, or want to use a different address, get in touch with your advisor.