User accounts and subscriptions
Manage adviser and auxiliary user accounts (including your own), client accounts, and administer your firm's subscription to Voyant.
Managing client records in your firm's subscription
Managing your subscription, user accounts
- Export button is disabled - How to grant a colleague permissions to export client files
- How to set up 2-step authentication
- What is the difference between an adviser and an auxiliary (paraplanner) licence?
- How do I switch off client plan update notification emails?
- User name and password requirements
- How to deactivate an Adviser, Auxiliary Planner or Consumer licence