Advisor’s Guide to Accessing a Justwealth Client’s Personal Information | Scribe

Advisor’s Guide to Accessing a Justwealth Client’s Personal Information

  • Justwealth Team |
  • 0 step |
  • 2 minutes
  • JustwealthJustwealth
Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)
Click "Advisor Portal"
Enter your email address and password, and click "Log In"
You will be presented with a list of your clients, along with a total count and total AUM across your accounts. You can look up a specific client via the Search tool.
Once you've found the client, you can select them by clicking on their name. This will show you their Personal Information.
Selecting a client will show you their personal information.
Click "Investment Questionnaire" to see the client's answers to their investment questionnaire
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