Send a Message through Client Portal

How to send a note to the Client Portal.

• NOTE: This can only be done by a firm administrator or a user with the Can Send Messages to Client Portal advanced permission.
• Navigate to the Notes Tab.

• Click the New Note button at the top of the page.

• A pop-up window will appear.
• Type the message the firm would like to send to the client portal.
• Under the Note Categories section, select Client Portal.

• Click Save.

• The client will receive an email with the update.