What is Wealth99 Finpro?
Wealth99's FinPro feature is designed to streamline collaboration with your financial professionals (FinPros), making working together effortless and growing your wealth easier. This tool allows you to seamlessly share your account and transaction details while ensuring the privacy of your personal information.
What is a Finpro?
A Financial Professional (FinPro) is a qualified and licensed expert, such as a registered accountant, SMSF administrator, or financial planner/advisor, dedicated to assisting individuals and organisations in achieving their financial goals. Wealth99 only accepts FinPros who meet strict criteria to ensure your financial security.
What information can a FinPro access?
Once connected, a FinPro is given restricted, read-only access to your transaction data.
This means they cannot:
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View your account.
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Edit your portfolio or make transactions, withdrawals, or deposits on your behalf.
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View any of your personal data.
They can view:
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The status of your account.
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When you joined Wealth99.
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Download quarterly and yearly reports of your balance summary and transaction history.
How do I connect my Wealth99 account to a FinPro?
You can connect your Wealth99 account to a FinPro in two ways:
- Send an Invitation: Initiate the connection by sending an invitation to your chosen FinPro.
- Accept an Invitation: Receive and accept an invitation from a FinPro.
You can connect with multiple FinPros simultaneously, such as your accountant and financial advisor.
The Report Function
The report will be automatically generated quarterly in both PDF and XLSX formats. Once the report is ready to download, at the start of each quarter, you and your FinPro will both receive an email notification. Additionally, you'll be alerted once they have downloaded the report.
Here is an example of what a report looks like:
