Alice Faulkner Fulfilment Manager

If you require any assistance setting up a login, or using our portal, our team are always happy to help.  Please email clientcare@oldfieldadvisory.com or call 024 7667 3160 and ask to speak to a member of our Client Service Team.

How to Guide:

How to review your tasks: 

You will receive an email with your tasks. Click on ‘Manage Checklist’ to access the tasks you need to complete.
 
You will automatically see all the tasks assigned to you for completion.

Please note: if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.


Comment, ask questions, and upload files:You’ll be able to comment, ask questions, and upload files on each of the tasks, which we receive immediate notification of. 

 
 

Click Comment to comment or ask questions on a task or click Upload Files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.