Skip to content
About WealthSafe
5 Star Reviews
Insights
Free Education
Client Area
Contact Us
About WealthSafe
5 Star Reviews
Insights
Free Education
Client Area
Contact Us
Stay In Australia Service
Move Offshore Service
Crypto Investor Service
Stay In Australia Service
Move Offshore Service
Crypto Investor Service
Call: 1300 669 336
Request Suitability Assessment
Home
Training Portal
How to Create Client Access for Membership Site
2 Sections
6 Lessons
10 Weeks
Curriculum
2 Sections
6 Lessons
10 Weeks
Expand all sections
Collapse all sections
0 Items
How to Create Client Access for Membership Site
6 Items
1.1
1. Go to Log In ‹ Wealth Safe — WordPress and input your log in details
1.2
2. Click on the New Users on the top tool bar
1.3
3. Click the + Add New User button
1.4
4. Fill out necessary details
1.5
5. Update the Membership Site Tracker for our documentation purposes. Go to Wealth Safe > Administrative and Compliance > Membership Site. Fill out the necessary details (email, first name, last name, username, and password). Then, Save.
1.6
Video Training
This content is protected, please
login
and
enroll
in the course to view this content!
Wealth Preservation Strategies
Stay in Australia Service
Move Offshore Service
Exit Australian Tax Residency
Departure Tax & CGT Planning
International Company & Offshore Structure Design
Strategic Residency Planning
Personal Residency Jurisdictions
Offshore Compliance Review & Structure Remediation
Crypto Investor Service
Stay in Australia Service
Move Offshore Service
Exit Australian Tax Residency
Departure Tax & CGT Planning
International Company & Offshore Structure Design
Strategic Residency Planning
Personal Residency Jurisdictions
Offshore Compliance Review & Structure Remediation
Crypto Investor Service
About WealthSafe
5 Star Reviews
Blog
Free Education
Client Area
Contact Us
About WealthSafe
5 Star Reviews
Blog
Free Education
Client Area
Contact Us
Youtube
Linkedin
Facebook-f
Instagram
Request Suitability Assessment
Modal title
Main Content
Modal title
Main Content