Caleb & Brown

This article will direct you on how to get in touch with your assigned broker.

How to get in touch with your broker

A simple guide to getting started with the Caleb & Brown Portal.

Creating your Caleb & Brown Portal account

A simple guide to setup and configure multi-account access within the Caleb & Brown Portal.

Setting up Multiple Accounts in your Portal.

The article will provide instructions on how to update the password for your portal account.

How to reset your password in Portal

Learn about having an authorised agent on your Caleb & Brown account

Setting Up an Authorised Agent

Learn about using multiple emails for multiple Caleb & Brown accounts

Can I have more than one email on my Caleb & Brown accounts?

Learn what a beneficiary is and how it might apply to you

Can I set an account beneficiary?

A Step-by-Step Guide on how to complete your Re-KYC

How to Complete Your Re-KYC (Know Your Customer) Process

This article will provide instructions on how to change your default currency.

How to view your holdings in a different currency.

This article will explain how to share your bank details with Caleb & Brown, via the Portal.

How do I add my bank account details to your Caleb & Brown account

Lawrence Huynh

Cassandra De-Lisle

Cassie Thomson

Account Management

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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