Getting started with your customer portal guide

Once your appointment is arranged, you’ll receive an invitation email to access your customer portal. Simply click the link in the email to set your password and log in.

When you first log in, you’ll see your customer dashboard. Here’s a quick guide to the key sections:

Overview

1. Your adviser details
View the name and contact information of your dedicated adviser, so you know exactly who’s supporting you.

2. Tasks
View and upload your documents here, such as payslips and bank statement.

3. Applications
Track the applications that are currently progressing, as well as those we’ve previously managed for you.

4. Documents
Access all documents related to your application in one convenient place.

5. Document requests
Need help or have a question? Here, you can send a message directly to your advisor. They’ll be notified and respond as soon as possible.

6. Your details
Share important information with your adviser ahead of your appointment, such as your employment details or financial situation.

7. Message your adviser
Need help or have a question? Here, you can send a message directly to your adviser. They’ll be notified and respond as soon as possible.