Navigation

Once you know how to use your Client Portal, navigating it becomes a second nature.

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

Navigating your Client Portal

We’ll guide you through it.

How to log in to your Client Portal
  1. Scan the QR code on your mobile device.
  2. Enter your User ID (case-sensitive) and your password.
  3. Check your phone and enter the security code we’ve sent you.
  4. You’re now logged in and ready to use your portal.

If you have any questions or concerns, please let us know by sending us an email at [email protected].

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Case’.
  4. In the Case Menu (menu names appear at the top right of each submenu), tap ‘Updates’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Case’.
  3. In the Case Menu, press ‘Updates’.

What you'll see

  • Third Party Accounts: Tabs labeled ‘Updates’ and ‘Requests’.
  • First Party Accounts: Tabs labeled ‘Updates’ and ‘Guidance’.

When you select 'Updates'

If you see additional tabs — ‘From ADVICIFAS’ and ‘From You’ — your account is a First Party account.

  • Updates from us appear in ‘From ADVICIFAS’.
  • Updates you submit appear in ‘From You’.

When you select 'Requests'

Any requests for updates you’ve submitted as well as our responses will show directly here.

Responses to update queries

Our responses to any queries you submit will show in the ‘Updates’ tab inside the actual update.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Case’.
  4. In the Case Menu (menu names appear at the top right of each submenu), tap ‘Documents’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Case’.
  3. In the Case Menu, press ‘Documents’.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Services’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Services’.

To see more details about your services

  1. In the ‘Your Services’ page, press the ‘Details’ button which will open a popup with all your service details.
  2. To see progress, press the ‘Progress’ button which will display your current phase, next phase, detailed explanations, and estimated timescales.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Case’.
  4. In the Case Menu (menu names appear at the top right of each submenu), tap ‘Information’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Case’.
  3. In the Case Menu, press ‘Information’.

To see more details about your case(s)

  1. To view more information about a specific case, in the ‘Case Information’ page, press ‘View Case Details’.
  2. To view case notes about a case, press ‘View Case Notes’.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Case’.
  4. In the Case Menu (menu names appear at the top right of each submenu), tap ‘Funding’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Case’.
  3. In the Case Menu, press ‘Funding’.

To change your funding view

  1. In the ‘Funding Management’ page, press ‘Personalise’.
  2. Select the view type you’d prefer.

To see more details about transactions (including fundings and allocations)

  1. Scroll to ‘Transaction History’.
  2. Find the transaction you want more information about.
  3. Press on it and it will open a popup with information about that particular transaction.

Locating the fund adding functionality

  1. In the ‘Funding Management’ page, scroll down to the ‘Add Funding’ button.
  2. Press the ‘Add Funding’ button.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Case’.
  4. In the Case Menu (menu names appear at the top right of each submenu), tap ‘Requests’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, press ‘Case’.
  3. In the Case Menu, press ‘Requests’.

To respond to a request

  1. In the ‘Information Requests’ page, select the ‘Pending’ tab.
  2. Press ‘Respond’ on the request you wish to respond to.
  3. Fill out the relevant fields of requested information.
  4. Press ‘Submit’.

Viewing requests already responded to

  1. In the ‘Information Requests’ page, select the ‘Completed’ tab.
  2. Press ‘View’ on the request response you wish to view.

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Manage account settings’.
  4. In Account Settings (menu names appear at the top right of each submenu), tap ‘Manage account’.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the right side of the header, hover over your User ID.
  3. In the menu that appears, press ‘Manage account’.

Getting started with the app

The Client Portal

Join our 100+ clients already using it.

  • Simple and secure login.
  • Real-time notifications for everything.
  • Accessible 24/7.
Mockup Smartphone image of the ADVICIFAS Client Portal QR-Code Easy Linking

The Client Portal is a vital part of our Client Care Services.

It is the only official channel through which we provide updates, documents, and progress reports.

Without registering and actively using the portal, you will not receive updates on your case, and our team will be unable to move your matter forward.

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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.

Requirements

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.

Registration

Logging into your Portal

Learn how to log into your Client Portal for the first time, including where to find it, and what to do.

Logging into your Portal

If there’s a topic you need support on but it isn’t currently listed above, let us know by either:

We’ll then update this page so that our clients can read up on that topic too.

The Client Portal

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

Learn about our app
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.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S and other countries. Google is a trademark of Google LLC. Terms and Conditions apply.