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Managing your Wealth Desk app
All you need to know about your app settings, notifications, security and how to get help
Inviting your clientsSee the clients you have sponsored, invite new ones and check on who has accepted, rejected or seen your email
Viewing your clients’ accountsYour clients can share their accounts with you, and you can view their timeline charts and transactions on your Desktop.
Searching your clients' transactionsUse the Search function to filter your clients’ transactions, save searches and download them as a CSV file onto your desktop.
Using categories and tags in Wealth DeskHow to view and customise your clients’ transaction categories and tags for accurate reporting
Using Rules to organise your clients’ transactionsUsing Conditions on the Rules page to set up detailed searches and sort your clients’ transactions
Managing your clientsThe CashDeck management section in your menu is where you can manage your sponsored clients. Here’a a quick rundown.