If you’re the primary adviser on an account, you can easily reissue your clients’ InvestorHUB password via AdviserHUB.
To reset your clients’ InvestorHUB passwords just follow these simple steps:
To search by Account:
Step 1: From the Main Menu at the top of the screen select Accounts > Manage Investor Access.
Step 2: Select ‘Account’ in the Search Type dropdown box.
Step 3: Enter the Account Name or Account Code then select the SEARCH button. The list of your search results will then appear within the Search Results table.
Step 4: Simply select the account and you will then see a list of the users linked to that account under the Existing Linked Investors table below.
Step 5: To reset a client’s password click on the Reset Password button.
To search by Investor User:
Step 1: From the Main Menu at the top of the screen select Accounts > Manage Investor Access.
Step 2: Select ‘Investor User’ in the Search Type dropdown box.
Step 3: Enter the Investor User Name or Investor Login Id then select the SEARCH button. The list of your search results will then appear within the Search Results table.
Step 4: To reset a client’s password click on the Reset Password button.
An email will then be sent to your client containing their new password details.