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Client Portal Help Hub

Welcome to the Client Portal Help Hub

Important Notice: Lumiant Service Update

Lumiant Pty Ltd (Subject to Deed of Company Arrangement) is no longer able to provide services, and the Lumiant platform is being suspended from around 29 June 2026.

If you have any questions regarding your information or the closure of the Lumiant platform, please contact your financial adviser or advice practice in the first instance. They will be able to assist you and, where required, liaise with the Lumiant team on your behalf.

If you are unable to contact your adviser or require further assistance, please email team@lumiant.io.

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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