Client reporting file portal allows advisors to securely upload and download files. Examples of files you might need to download via this portal are:
- Data files;
- Manual data sheets or;
- Any other sensitive material that shouldn't be communicated via email.
Search for files from Client Reporting using these 2 steps
Step 1. Dashboard
Once you have logged in you will be taken to the dashboard view. Click on the "File Portal" link under the menu on the left-hand side;
Step 2. Search File Portal Search Page
Select the search box on the top right-hand side of the window. As the text is typed into this search field the screen will change. Instead of reflecting the entire list of file, the screen will now be filtered by the text inserted into the search field.
Next possible steps
1. Download, edit or delete the file
These actions can be completed using the steps found on the "How to download a file on Client Reporting File Portal" article
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