background

Client Portal - Factfind Overview

Sound ON

When a new **factfind** is requested, it'll appear in the notifications area on the portal

You can then access the **factfind** by clicking on the **View** button

Select who is completing the **factfind**

Client Portal - Factfind Overview

Explore a step-by-step journey through the Client Portal Factfind process.

Client Portal - Factfind Overview