Help using the client portal

What is the client portal for?

Our client portal helps you deliver a high quality experience for your clients, using the latest digital standards. You stay in control of access while clients have the reassurance they can self-serve high level plan information.

Support using the client portal

We’ve created guides and an FAQ document and some tutorial videos to help you get started.

• Get answers to common questions about the client portal
• To quickly set up user access read the client portal access guide
• Read the client portal adviser guide
• Share this client portal user guide with your clients

More support

Your usual abrdn contact is also available to answer any questions you may have about the client portal.

See all Wrap contact information