--- title: Business Portal | Help Center description: Everything you need to know to use the Business Portal. --- [Skip to content](https://support.aetrust.com/business-portal#main-content) English Show submenu for translations [More support](https://support.aetrust.com/kb-tickets/new) [Customer portal](https://cs.aetrust.com/tickets-view) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.aetrust.com/kb-tickets/new) - [Customer portal](https://cs.aetrust.com/tickets-view) - [Contact us](https://aetrust.com/contact) [Contact us](https://aetrust.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.aetrust.com/) 2. [Business Portal](https://support.aetrust.com/business-portal) # Business Portal Everything you need to know to use the Business Portal. ## Getting started - [How to Submit a New Deal](https://support.aetrust.com/how-to-submit-a-new-deal) - [Business Portal Quickstart](https://support.aetrust.com/business-portal-quickstart) - [Submit your client investment requests](https://support.aetrust.com/submit-your-client-investment-doi-request) - [Link your bank account](https://support.aetrust.com/link-your-bank-account) - [Make Deposits](https://support.aetrust.com/make-deposits) - [Make Withdrawals](https://support.aetrust.com/make-withdrawals) - [Add or Change Beneficiaries](https://support.aetrust.com/add-or-change-beneficiaries) - [New Client Transfer](https://support.aetrust.com/new-client-transfer) - [Upload a Document to your Client's Account](https://support.aetrust.com/upload-a-document-to-your-clients-account) - [Open an Additional Account for your Client](https://support.aetrust.com/open-an-additional-account-for-your-client) - [Add Team Members](https://support.aetrust.com/add-team-members) - [Wire instructions, ACH info, and mailing information for American Estate & Trust](https://support.aetrust.com/wire-instructions-ach-info-and-mailing-information-for-american-estate-trust) - [Business Portal - Customer's Panel Basics](https://support.aetrust.com/business-portal-customers-panel-basics) - [Invite and onboard new clients](https://support.aetrust.com/invite-and-onboard-new-clients) - [Investment Tab](https://support.aetrust.com/investment-tab) See less ▼ ## FAQ - [Required Onboarding Documents](https://support.aetrust.com/required-onboarding-documents) - [Migrating from the Advisor Portal to the Business Portal](https://support.aetrust.com/migrating-from-the-advisor-portal-to-the-business-portal) - [AET Wire, ACH, and Check Payment Info](https://support.aetrust.com/aet-wire-ach-and-check-payment-info) - [Clear your browser cache](https://support.aetrust.com/clear-your-browser-cache) - [Review a Client's Account](https://support.aetrust.com/review-a-clients-account) ## Training - [Update your Client's Account Information](https://support.aetrust.com/update-your-clients-account-information) - [Updating Asset Value](https://support.aetrust.com/updating-asset-value) - [Account Balances](https://support.aetrust.com/account-balances) - [Account Statuses](https://support.aetrust.com/account-statuses) ## Investments - [What Supporting Documents Are Required When Submitting an Investment?](https://support.aetrust.com/investment-documents) ## Account Management - [How to Inactivate a Client's Account](https://support.aetrust.com/how-to-inactivate-a-clients-account) ## Transactions - [How to Send a Participant Rollover to a 401(k) Plan at AET](https://support.aetrust.com/how-to-send-a-participant-rollover-to-a-401k-plan-at-aet) - [Investor Portal](https://support.aetrust.com/investor-portal#main-content) - [Online Portal](https://support.aetrust.com/investor-portal#online-portal) - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal#transfer-ins-and-rollovers) - [General Account Questions](https://support.aetrust.com/investor-portal#general-account-questions) - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal#tax-reporting-and-compliance) - [Signing Request](https://support.aetrust.com/investor-portal#signing-request) - [Bill Pay](https://support.aetrust.com/investor-portal#bill-pay) - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal#prohibited-transactions-and-compliance) - [Fees and Payments](https://support.aetrust.com/investor-portal#fees-and-payments) - [Investment Questions](https://support.aetrust.com/investor-portal#investment-questions) - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal#account-closure-and-transfer-out) - [Assets](https://support.aetrust.com/investor-portal#assets) - [Business Portal](https://support.aetrust.com/business-portal#main-content) - [Getting started](https://support.aetrust.com/business-portal#getting-started) - [FAQ](https://support.aetrust.com/business-portal#faq) - [Training](https://support.aetrust.com/business-portal#training) - [Investments](https://support.aetrust.com/business-portal#investments) - [Account Management](https://support.aetrust.com/business-portal#account-management) - [Transactions](https://support.aetrust.com/business-portal#transactions) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com) [mailto:support@aetrust.com](mailto:support@aetrust.com) Copyright © 2025, American Estate & Trust