Logging Into Your Client Portal

Great news — your Client Portal has been approved!

This page walks you step-by-step through the process so you can log in to your Client Portal for the very first time with ease.

Mockup Smartphone image of the ADVICIFAS Client Portal QR-Code Easy Linking

Logging In

We’ll guide you through it.

How to log in to your Client Portal

Getting started with the app

The Client Portal

Join our 100+ clients already using it.

Mockup Smartphone image of the ADVICIFAS Client Portal QR-Code Easy Linking

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Requirements

Learn what you need to register for the Client Portal, including accepted Proof of Identity and Proof of Address documents.

Registration

Read our step-by-step guide on registering for your Client Portal, including how to do it, and where to find the registration form.

Navigation

Navigating the Portal becomes a second nature when you know how to do it. Learn how in this guide.

The Client Portal

24/7 secure access to what matters most, only at ADVICIFAS.

Mockup Smartphone Image of the ADVICIFAS Client Portal

Important legal information

The Client Portal is available to all clients. We don’t charge you for the Client Portal, but your mobile phone provider may charge for some services. Please check with them. Phone signal and functionality may affect services. Terms and conditions apply.

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