Hello!
We are so glad you are ready to start using the AET platform!
This guide is designed to get you up and running in no time by following a few links.
We recommend that you save or bookmark this page, so you can refer to it later. You can come back here at any time to review.
First things, first. Login.
You already created your login credentials during the onboarding process, you will use your Username and Password to access your account.
If you don't remember your password follow this link: https://business.aetrust.com/forgot-password
Method 1: The fastest way to login is to go here:
Method 2: Alternatively you can can go to aetrust.com and click on the login button at the top right:
Your AET Business Portal comes with 5 Panels
- Customers Panel
- Investments Panel
- Tresury Panel
- Documents Panel
- Settings Panel
Housekeeping
As you take a look at these, we recommend that you Add Team Mates and Link Bank Accounts before starting to invite clients, click the links below for instructions.
Onboarding and Managing
Now that the housekeeping is done, let's learn to do the fun things:
Bulk Investments
If you often invite clients to single investment asset in bulk, check our detailed page about Investments.
If you are interested in inviting your clients to a single asset or investment, check out the
[Investments Panel Basics].