How to set up your primary username on eFiling and manage your portfolios

Follow these easy steps to set up your primary username. It will also show you how to manage your associated portfolios.
 
The steps below will cover:
 
  • Set-up your Primary Username
  • Linking a Portfolio
  • Adding a Portfolio
  • Adding clients to a Portfolio
  • Adding users to a Portfolio


Go to My Profile and select the Portfolio Management sub menu.
 
Select the portfolio under which you wish to add users, by clicking on Go To Portfolio.
 
On the top of your screen, select User.
 
Then on the left hand side of your screen, select User again.
 
Then select Register New.
 
Complete all the fields and click Register.

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If the user you are adding is already registered on eFiling, you will see this message:

Show message

In this case, click Register Again.

The next page displays roles you can assign to the user you have registered.

 24.jpg

Tick the applicable roles and click Continue.
 
A User Summay will now be displayed.
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You have now successfully added your new user.

Last Updated: 22/08/2019 1:09 PM     print this page
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