Members Support Center Search for: Members Support Center Search for: Getting Started Quick start guide Setup your account Establishing your net worth Setting up mycashflow Perform a financial review View More… FAQs Can you add my bank as an option in the personal wealth portal? Can I adjust the value of wealth items manually? How do I delete a wealth item? Can I add transactions manually to mycashflow? How do I reset my password? View More… Troubleshooting How do I reset my password? Setting/Editing your preferences Can I delete my account? View More… Articles mywealth Adding wealth items Navigating wealth items Filtering wealth items Editing wealth items How to add a bank account (data feeds) View More… mycashflow Creating a budget Can I add transactions manually to cashflow? How to add a category How to hide a transaction How to set a budget View More… myprotection What is the Will Wizard and how does it work? FAQ: Will Wizard What is an Executor Kit and how do I get one? Adding your will mygoals What are To-dos and how do I use them? myteam Kwidz – The finance app for kids! How do I update my payment details? How do I change my log in email address? Guest access explained View More… mydocs How do I sign a document? Where do I view a document that has been signed? Articles mywealth Adding wealth items Navigating wealth items Filtering wealth items Editing wealth items How to add a bank account (data feeds) View More… mycashflow Creating a budget Can I add transactions manually to cashflow? How to add a category How to hide a transaction How to set a budget View More… myprotection What is the Will Wizard and how does it work? FAQ: Will Wizard What is an Executor Kit and how do I get one? Adding your will myteam Kwidz – The finance app for kids! How do I update my payment details? How do I change my log in email address? Guest access explained View More… mydocs How do I sign a document? Where do I view a document that has been signed?