FAQ

Client Portal

• Why is my client not receiving the Client Portal access email?

CRM

• Adding Properties
• Can I change the entity type of existing client records?

Client Fees for FDS

• Client Fees not uploading?

Template Management

• Is there a page limit for template sections?

Webmail / Outlook Plug-In

• How do I update my email address?
• Can I connect more than one email address to my CCUBE user?

Omnium Insurance Research

• Why is the CCUBE insurance premium not matching the provider's quote?

Passwords

• How do I reset my password?

Investment Portfolio

• Why is my created investment is not appearing in the Investment Portfolio list?
• Transactions have disappeared!
• Taxation Portfolio Report not generating?
• Why can't I see both entities' investments?
• Why can't I generate Lonsec research reports?
• How do I exclude Zero Value Investments?

Trouble Shooting

• Recommended Internet Speed & Hardware
• Recommended Internet Browser Applications & Versions
• Clearing Browser Cache and Cookies