Portal for Advisers and Accountants | Intello Help Center

Portal for Advisers and Accountants

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

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

Written by Jessica Pearson
Updated this week

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.

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.

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.

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.

Written by Jessica Pearson
Updated over a week ago

Adviser Portal - Demonstration Login

Written by Kris Kitto
Updated over a week ago

Adviser Portal Demonstration

Written by Kris Kitto
Updated over a week ago

FAQs

How to add a new SMSF

You can add a new client SMSF via the Online Forms - Create SMSF or Transfer SMSF

Written by Kris Kitto
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.

Written by Kris Kitto
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.

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.

Written by Kris Kitto
Updated over a week ago

How to clear your web browser cache

Clear your cache for Chrome, Internet Explorer and Firefox

Written by Kris Kitto
Updated over a week ago

Portal Demonstration Overview

Email Notifications

This is an overview of the automatic and manual email notifications sent from the Intello Portal. Can email notifications be turned off?

Written by Kris Kitto
Updated over a week ago

Allocating tasks to a team member by default based on client

Assigning default team members from your business to be placed on jobs as primary adviser, secondary adviser and client services officer.

Written by Jessica Pearson
Updated over a week ago

Express Uploader

Using the Express Uploader

The Express Uploader is a quick and easy way to securely upload documents to Intello.

Written by Kris Kitto
Updated over a week ago

Document Type Reference

Written by Kris Kitto
Updated over a week ago

Portal Update - January 2018

New Dashboard

Portal Update - New Dashboard January 2018

Written by Kris Kitto
Updated over a week ago

Assignment of Tasks

Portal Update - Assignment of Tasks January 2018

Written by Kris Kitto
Updated over a week ago

Improved Task Design

Portal Update - Improved Task Design January 2018

Written by Kris Kitto
Updated over a week ago

Live Chat

Portal Update - Live Chat January 2018

Written by Kris Kitto
Updated over a week ago

Improved Support

Portal Update - Improved Support January 2018

Written by Kris Kitto
Updated over a week ago