How does my Client create their Password?


  • Once you have sent the Welcome Email to your clients, they need to click the link in the email to gain access to the client portal for the first time

  • Click "Create Password"

  • The account number will be displayed pre-filled in the first panel

  • Click "Create Password" again

  • Type in the password

  • Type it in again to confirm

  • Click "Set password" to complete the process

The client will then be taken to the Account Summary overview of their client portal (see below).


The next time they login, they need simply enter their password.


If they forget their password, you can read more information on how to reset it her in My Client has Forgotten their Password. How do they reset it?