Portal for Advisers and Accountants

Kris Kitto avatar Jessica Pearson avatar Intello Robot avatar
26 articles in this collection
Written by Kris Kitto, Jessica Pearson, and Intello Robot

Edit Security Questions for Class MFA

New phone who dis? How to reset your multi-factor authentication (MFA) for Class Super with Google Authenticator or Microsoft Authenticator.
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Written by Intello Robot
Updated this week

Admin or 'Power-User' functionality on the Intello Adviser Portal

Admin users have access to extra functions: adding other users, updating default task allocation rules and updating payment details.
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Written by Kris Kitto
Updated this week

How to reset MFA for Class Super

New phone who dis? Follow these instructions to reset Class' multi-factor authentication for Google Authenticator or Microsoft Authenticator
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Written by Intello Robot
Updated this week

Class Multi-Factor Authentication for Advisers

When you log into Class you will need to set up multi-factor authentication (MFA) for access to the Adviser Dashboard & Client View
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Written by Intello Robot
Updated this week

Existing Class Licence - Intello Portal Integration

Follow these steps to invite the Intello Portal user to your Class licence to enable us to integrate and exchange client data.
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Written by Kris Kitto
Updated over a week ago

Advisers & Accountants | Utilise White Label branding for your SMSF Administration Offering

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Written by Jessica Pearson
Updated over a week ago

Notification Changes February 2019

Based on adviser feedback, we've adjusted how & when notification emails are triggered. This may result in you receiving additional emails.
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Written by Kris Kitto
Updated over a week ago

How to add or remove users from your team on the Intello Adviser Portal

If you are an administrator user of the Intello Adviser Portal you can easily add / invite or remove new team members under Settings.
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Written by Kris Kitto
Updated over a week ago

How to provide clients with access to the Intello Portal or Class Client View

Intello enables you to provide your clients with online access to their up-to-date SMSF and non-SMSF portfolios.
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Written by Kris Kitto
Updated over a week ago

How to Create or Update your Adviser Portal Branding

Update your logos, icon, branding and colours for your adviser portal.
Jessica Pearson avatar
Written by Jessica Pearson
Updated over a week ago

Adviser Portal - Demonstration Login

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Written by Kris Kitto
Updated over a week ago

Adviser Portal Demonstration

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Written by Kris Kitto
Updated over a week ago