Business Portal
Everything you need to know to use the Business Portal.
Getting started
- Business Portal Quickstart
- Submit your client investment requests
- Link your bank account
- Make Deposits
- Make Withdrawals
- Add or Change Beneficiaries
- New Client Transfer
- Upload a Document to your Client's Account
- Open an Additional Account for your Client
- Add Team Members
- Wire instructions, ACH info, and mailing information for American Estate & Trust
- Business Portal - Customer's Panel Basics
- Invite and onboard new clients
- Investment Tab