Get a live snapshot of your entire financial world
Keep track of everything you own and owe with a live view of your personal finances.
Get easy access to your Link Team
Connect with your adviser, accountant and broker for easy access when you need them!
Keep your finances organised
Gone are the days of losing emails and statements. Find all your documents in one place.
How to
Get Started
Set up your client portal in only 4 steps
Download
Installs in minutes
Download from your app store or click here for the desktop version.
Activate
Activate your account
Check your inbox for an activation email from your team to activate your account.
Notify
Enable Notifications
Allow reminders and notifications from your Link team & never miss important documents or actions again.
Track
Share documents and communication securely
Upload and download documents easily through your portal!
Your portal's security features
Know with confidence that your personal information is safe.
01
Bank level security
With the same 256-bit encryption that banks use to protect your private details and a layered security infrastructure with “checkpoints” throughout to minimise risks, this is a portal you can trust.
02
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.
03
Multi-factor authentication
Make your portal even more secure by enabling multi-factor authentication. This introduces additional steps to log in so no-one else can access your account.
