Portal Pages


Login

All Clients accessing the Portal arrive firstly at the login page. As this is a "Client" Portal, there are no accessible pages unless logged in.


Useful Tips

Before a Client can log in, they must be configured to allow web access.

From finPOWER Connect:  Client Form -> Web Access -> Check "This Client can access account information via the Web". The Client's password can be set and / or changed from here too.


Customisation

The following can be customised on this page:

• Theming

• Option to reset password (via "I've forgotten my password" link)


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