Logging into the Client Portal

  1. Your practitioner will advise you when a login has been created and give you the Firm Username and your individual Username;

  2. To login for the first time you will need to create a password. See information on retrieving or resetting your password here;

  3. Go to;

  4. On the Login page, enter your Firm Username, Username and Password as per the email you received and click Login;

  5. You will now be taken to the Client Portal landing page.
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