Help with troubleshooting, billing & account information etc.
- How can I update my staff's details
- My temporary password has expired
- Where to get help in Lumiant
- How can a client update the names of their accounts in Your Wealth?
- Can I transfer Clients between Professionals?
- What email notifications will a practice receive from Lumiant? See all 14 articles
Frequently Asked Questions
- Frequently Asked Questions about Yodlee data feeds
- Troubleshooting Financial Connections
- Data Feeds - Incorrect Balances for BT Panorama
- How do I share video sound during a zoom meeting?
- How to Remove/Deactivate or Merge a client household from your Dashboard
- How to reset your password to the Lumiant site