The Client Portal in Trail helps speed up the delivery of information from your client to you as their adviser.

It allows clients to do many things, such as filling out or editing their Fact Find and uploading relevant documents - all of which will automatically appear in their Profile on the adviser side of Trail.

In light of this, you may want to understand how access works for Clients and what information they can or cannot see in the Client Portal.

Only the Contacts on a Profile marked as "Participants" have access to the Client Portal.

This means any other contact types - e.g. "Dependents, Solicitors, Accountants" cannot access the Client Portal for the profile. This is so that there is no privacy breach of information as the risk is mitigated through how Trail is designed.

You can decide who in a Profile is a 'Participant' by clicking on the drop-down box next to their name in the Contacts box:

When a client logs into Trail, depending on how they are accessing this - they will either be taken straight into a Fact Find/ Quickform, OR they will be taken to the dashboard of the Client Portal.

You can simply check a client's profile to see if they have logged into their Client Portal before or never have.

Go to the Contacts box and select Edit Details:

Then under 'Actions', you will see a Login Email there and be able to send a Password Reset Link:

If your client has both of these (login email and the option to send a password reset link) then it means they have set up a password and therefore have logged into the Client Portal at least once before.

What your clients can see from the Client Portal is very different to what you see from the adviser-side of Trail. This is to protect your privacy as an adviser.
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​A client can only see information they have entered into Trail, and this is only if they have been:

For example - see the "Open Opportunities" here:

From the Client Portal Dashboard it looks like this: