Advisor's Guide to Accessing a Justwealth Client's Portal | Scribe

Advisor's Guide to Accessing a Justwealth Client's Portal

  • Justwealth Team |
  • 0 step |
  • 3 minutes
  • JustwealthJustwealth
Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)
Click "Advisor Portal" under "Account Access" in the top navigation bar of the Justwealth homepage.
Enter your email address and password to login.
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.
To launch an individual client's portal and view what they see in their Justwealth Client Portal, click on the green arrow to the right of the client in question.
You will be presented with the client's dashboard. From here, you can see details about the client's investments and drill down further to see more information by clicking on the items on the left hand side of the dashboard: (i) Performance, (ii) Transactions, (iii) Documents, (iv) Account Details (e.g., Beneficiaries & PACs).
You can also see details about a client's specific account(s) by clicking on an account on the right hand side of the dashboard.
Here is a view of a client's individual account (Performance view)
Here is a view of a client's individual account (Holdings view)
Here is a view of a client's individual account (Asset Allocation view)
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