Help / For accountants

Giving clients their own login

Create a client's account in one step, and what your clients see when they sign in.

Create a client's login

1. On the Clients page, click Client login next to the client.
2. Enter their email. Tick Let them add and edit trades only if you want them to make changes.
3. Click Create login. Their account is created straight away.
4. Copy the welcome link, or click Copy a message to send, and send it by email or text. If email is set up on your account, it's sent automatically.

The welcome link works once and lasts 30 days. If it expires, click Client login again to make a new one.

What the client does

1. They open the link, choose a password (or click Continue with Google with the same email) and they're in.
2. Next time they just go to franked.au/login.

What clients can see

• Only their own portfolios, never other clients.
• Performance, holdings, dividends, reports and their tax figures.
• Your firm's logo and colours, if you've set up branding.

Client logins are free; they don't count towards your firm plan. To remove a client's access, click Manage next to them and remove the person.