Enabling the portal for your Client
- Roly Birkwood
- Angus Mundin (Unlicensed)
- Stephen Tinnion
The client must be an applicant on the product
NOTE:
Ensure the customers email has not already been registered with the finova Client Portal
The appointed Adviser must have a Mobile Phone and Email address saved within their User Details.
Location:
Home / System Settings / Edit Your Details
Use the ‘Activate' link to send the invite to the client. The email will be sent to the email address saved against your client
SUCCESS
You will receive a Notification advising you that the invite has been successfully sent
Having Trouble?
If the Icon displays Red hover over the icon to reveal why the email activation email wasn’t sent
INFORMATION:
Use the Retry button to resend once any issues have been rectified or if your client requires a new activation link
“Applicant has an invalid Case Manager. Please select a Case Manager for this Applicant”
Setting the Case Manager association will allow you to send the invite.
Click on the customer’s name to open their ‘Customer Details’
Select the correct adviser under ‘Case Manager’
What will the client receive?
Your client will receive an invitation email, containing a unique link to register for the portal
They will be asked to set their account account details including setting a password
They can access the Terms of Business and Privacy Policy for the finova Client Portal
We can update the logo and branding colours of the finova Client Portal to those of your choosing, if you us to do this for you please e-mail broker.support@finova.tech