Client Portal

OUR CLIENT PORTAL

Building wealth has

never been easier

than with Link.

Login

Everything

you need,

in one place.

Personal finance

made easy.

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

Installs in minutes

Download from your app store or click here for the desktop version.

Activate your account

Check your inbox for an activation email from your team to activate your account.

Enable Notifications

Allow reminders and notifications from your Link team & never miss important documents or actions again.

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.

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.

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.

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.

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