Managing your Wealth Desk app
All you need to know about your app settings, notifications, security and how to get help
By Dale and 1 other2 authors6 articles
- 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.