FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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User Guides

  • Wealth Interactive Financial Adviser Roles Matrix

    A quick reference guide showing what functionality is available to each user role. A tick signifies functionality that cannot be changed. 'On' or 'off' shows the default setting but this can be switched either on or off per user.

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  • Wealth Interactive - third party and other users matrix

    A quick reference guide showing what functionality is available to each user role. A tick signifies functionality that cannot be changed. 'On' or 'off' shows the default setting but this can be switched either on or off per user.

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  • Wealth Interactive User Guide - Create New User

    This helpful user guide provides you with a step-by-step guide to setting up a new user on Wealth Interactive.

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Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.