Title: | Help For Your Clients | |
---|---|---|
Owner: | Elise Little | |
Creator: | Elise Little | Aug 30, 2024 |
Last Changed by: | Elise Little | Aug 30, 2024 |
Tiny Link: (useful for email) | https://finlife.atlassian.net/wiki/x/QADUYQ | |
Export As: | Word · PDF |
Hierarchy
Children (19)
Your banking data & security [FAQs]
Protect your account [FAQs]
I can’t remember my login details [Troubleshooting]
Lumiant Portal Introduction Video Guide for Clients [Best Practices]
For clients: How do I manage my tasks? [FAQs]
For clients - How to complete the Foundations - long survey [FAQs]
For clients - How to complete the Governance survey [FAQs]
Turning on MFA [How-To's]
What Data Can be Shared by Macquarie (MAQ)? [FAQs]
For Clients - How to connect your bank accounts and data [FAQs]
Your banking data & security [FAQs]
Protect your account [FAQs]
I can’t remember my login details [Troubleshooting]
Lumiant Portal Introduction Video Guide for Clients [Best Practices]
For clients: How do I manage my tasks? [FAQs]
For clients - How to complete the Foundations - long survey [FAQs]
For clients - How to complete the Governance survey [FAQs]
Turning on MFA [How-To's]
What Data Can be Shared by Macquarie (MAQ)? [FAQs]
For Clients - How to connect your bank accounts and data [FAQs]
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