Business Portal
Everything you need to know to use the Business Portal.
Getting started
- Business Portal Quickstart
- Submit your Client Investment (DOI) Request
- Link your Bank Account
- Make Deposits
- Make Withdrawals
- Add or Change Beneficiaries
- New Client Transfer
- Upload a Document to your Client's Account
- Open an Additional Account for your Client
- Add Team Members
- Wire instructions, ACH info, and mailing information for American Estate & Trust
- Business Portal - Customer's Panel Basics
- Invite and Onboard New Clients
- Investment Tab