Your adviser workspace
Good advice starts
with a clear brief.
Your place for case guidance and service information, with a link to your firm’s document exchange when it is connected.
Named advisers only. Client documents stay in your firm’s Microsoft 365 workspace.
Sign in with your Microsoft work account
Use the named Microsoft identity arranged for your adviser access.
Sign in with MicrosoftYour knowledge, learning and help pages are inside this portal. Microsoft may request account verification when you open your firm’s SharePoint exchange.
Need help with access?
Contact Steven Calvert