GRANT CLIENT ACCESS 

Step 1
Create an account. Go to this link https://app.investglass.com/users/new?type=premium

Step 2
Insert your client data - please note that the real name is not needed! You can create a random username. 

Then click on Create your account now

Step 3  
Copy My InvestGlass Id. 

To copy InvestGlass ID, you can use the right click of your mouse or shortcuts. For exemple press CTRL + C for a PC or cmd + C for a MAC Apple. 

Step 4
From My Account - > Click on Logout

Step 5
Go back to your account from here https://app.investglass.com/ 

Click New Client. 

Paste your client InvestGlassID. To copy InvestGlassID, you can use the right click of your mouse or shortcuts. For exemple press CTRL + V for a PC or cmd + V for a MAC Apple. 

Add a Pseudonym and add a relationship manager. You can save additional information then click on Create.  👍🏻  Good job. If you have more than 10 clients to create please contact our team by clicking on the chat bouton. 

Your client will receive an account creation notification by email. Would you create a fake email - please don't forget to send your client his username by email.

GRANT CLIENT ACCESS TO HIS PORTFOLIO 

Step 1
Go to Company 

Step 2
Select a Client and click on his name. Click on Display to Client. 

Alternatively 

Step 1
Go to Client Portfolio 

Step 2
Click on Action and select Edit 

Step 3
Click on Display to Client  

Step 4
Click on Save 👏👏

GRANT CLIENT ACCESS TO RESEARCH 

Research is filtered by tags or securities hold into a portfolio. You can select several options here: 

Step 1
Go to Company 

Step 2
Select Settings. From the Client Portal section you can activate multiple options.

CLIENT'S VIEW

We setup a logo, small logo and background image for West Oak Asset Management - a dummy example. Below you will find your client - user experience on the client facing portal. 

Step 1 

Client connects though the following address https://app.investglass.com/


Step 2

Client selects West Oak Asset Management - Clicks on Connect

Step 3

Client facing portal can be branded and client will see resources granted. 



Good job! 🤠

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