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I can’t generate my Financial Passport
Updated over 10 months ago

This is what happened!

  • I do not know where to click to generate my Financial Passport

  • When I click on ‘Get Passport’ the spinning wheel keeps spinning and I don’t progress to seeing my Financial Passport PDF

Tip

  • Under Portfolio, go to the Net worth tab > Click on “See Financial Passport”

  • You can also get access to your Financial Passport under Settings > Reports > Financial Passport

  • On the next screen, click on “Get Passport”

  • If you do not manage to get passed the spinning wheel, go back to the Net Worth tab and try again a couple minutes later

Need more help? Raise a ticket

If you would like to get access to Financial Passport please create a support ticket.

We will endeavour to get back asap.

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