How to Set Up Client Portal Access

  To invite a client to the Income Lab client portal, simply add their email through the Household Info tab, select the permissions you'd like them to have, and send an invite directly to them. Watch the video below for a quick tutorial. Each account is uniquely identified by its email address. To maintain secure access and accurate records, only on...

Yodlee Integration - Client Portal Steps

  Video: Income Lab - How to Add Linked Accounts in the Client Portal Watch on Youtube Video Transcript hi there I wanted to quickly show you 0:02 how to add in linked accounts in the 0:05 client portal itself so with the new 0:07 user interface we used to have an area 0:09 up here where the client would come in 0:11 it would say linked accounts the...

Client Portal Tutorial

Watch the video below for an overview of the Income Lab client portal. Share this article with any clients who'd like to see the client portal before getting access. Follow the steps in this help article for instructions on how to give a client access to the client portal. Video: Client Portal Tutorial Watch on YouTube Video Transcript welcome this ...