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Client Web Portal Setup

Client Web Portal Setup

 To set up your Client Web Portal, do the following:

  1. From the header, click the Account Icon. The Account menu opens.
  2. Select Client Web Portal Setup. The Client Web Portal Setup window opens.

    cwpsetup.gif
  3. The Portal Branding area of the Client Web Portal Set up window determines the type of information you display on your client's portal.

    portalbranding.gif

  4. The Portal Notification area of the Client Web Portal Setup window controls the notifications related to the CWP.

    CWPNotifications.jpgNote the option to bcc: yourself on notification emails sent to your clients.

  5. When you are finished, click Save.

For more information, please see the Using the Client Web Portal guide in Morningstar Office Academy.

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Revision #:
3 of 3
Last update:
‎02-21-2019 11:08 AM
Updated by:
 
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