Contact our Support Team
Didn't find the answer to your problem in our knowledge base? Have a technical issue? Contact our Support Team
Help for Your Clients
Trouble logging into your Lifebook or want to understand more about your scores and wellbeing? See our Frequently Asked Questions and Troubleshooting
8 Dimension of Wellbeing & Values Based Advice
What are the 8 Dimensions of Wellbeing? The 8 Dimensions of Wellbeing are: Emotional wellbeing: The ability to manage and express emotions in a healthy way. Intellectual wellbeing: The ability t...
Lumiant integration with Xplan - Full Guide
Lumiant has used the Iress Open API to build an integration with Xplan. Please refer to the following pages to set up the integration: Iress Community. Set up guide for Lumiant What the integrati...
How can I update my staff's details
Staff details can only be updated by a Practice Manager in the Lumiant platform. To update staff details such as role, practice office, title, name, email, country, and mobile number. The Practic...
My temporary password has expired
When your access was first established you would have received a temporary password which you will be prompted to reset when you first log in. As a precautionary measure, the temporary password exp...
Frequently Asked Questions about Yodlee data feeds
What is Yodlee? Yodlee is an online banking solution provider that uses your online banking username and password details to retrieve bank transactions on your behalf. Yodlee is the leading data ag...
I can’t remember my login details
If you don't remember your password, use password reset. If you don't remember your email/username please contact your Professional Advisor who set up your account.
Protect your account
Our team works to safeguard your account and information, but there are also measures you should take to further protect your Dashboard access. Use a secure password To keep your account as secure ...
Your banking data & security
At Lumiant we want to empower people to use their money to use in a way so people can live their best lives. That shouldn't be dictated by your bank or what financial products you buy. To do that ...