Adviser Portal

Support for the Intello Adviser Portal

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27 articles in this collection
Written by Intello Robot and Yasmin
FAQs

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 Intello Robot
Updated over a week ago

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 Intello Robot
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 Intello Robot
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.
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Written by Yasmin
Updated over a week ago

How to add a new SMSF

You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF
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Written by Intello Robot
Updated over a week ago

Where to find a binding death benefit nomination (BDBN) form

A binding death benefit nomination ( BDBN ) request form is available under Online Forms via our adviser portal.
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Written by Intello Robot
Updated over a week ago

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

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Written by Yasmin
Updated over a week ago

Where can I find a clients tax file number (TFN)

Please contact us if you need a tax file number (TFN) for your clients SMSF or other entity.
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Written by Intello Robot
Updated over a week ago

How do I find the status of a job?

Under the Jobs section in the adviser portal, all active 'Jobs' we are working on are displayed and a status or state is also attached.
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Written by Intello Robot
Updated over a week ago

How to clear your web browser cache

Clear your cache for Chrome, Internet Explorer and Firefox
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Written by Intello Robot
Updated over a week ago