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Client Portal Help Hub

Welcome to the Client Portal Help Hub

Topics

  1. Getting Started
    1. How do I get online access to the client portal? [FAQs]
    2. I can’t remember my login details [Troubleshooting]
    3. What internet browsers does Lumiant support? [FAQs]
    Show 1 more
  2. Managing My Account
    1. How do I login into the portal? [FAQs]
    2. How do I turn on Multi-Factor Authentication (MFA)? [How-To's]
    3. How do I protect my Lumiant account? [FAQs]
    Show 1 more
  3. Completing Survey & Tasks
    1. How to Complete Your “Your Life” Survey [FAQs]
    2. Your Life Score: How to Read and Discuss Your Results [FAQs]
    3. How do I manage my tasks? [FAQs]
    Show 2 more
  4. Managing Goals & Tracking Progress
    1. How do I set or manage my Goals in Lumiant? [FAQs]
    2. How do I add an image to my Goals in Lumiant? [How-Tos]
    3. Check on Your Progress in Key Advice Areas [Product Guides]
    Show 1 more
  5. Uploading & Sharing Documents
    1. Your Vault – A guide to storing and sharing documents securely [FAQs]
  6. Connecting My Finances
    1. How do I connect my bank accounts to Lumiant? [FAQs]
    2. Why should I connect Your Governance with my banking data? [FAQs]
    3. What banking data can be shared by Macquarie (MAQ)? [FAQs]
    Show 3 more
  7. Troubleshooting & FAQs
    1. Why Can’t I Login? [FAQs]
    2. How to Find Help with Your Client Portal
  8. Client Portal
    1. Sign in to Lumiant
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