You can use the Clients and Mandates Download buttons to download CSV reports. CSV files are files with comma separated values that can be opened in Microsoft Excel.
This feature allows you to send a list of updated documents ,in the past month, to your registered clients. A Registered Client is a client that has accepted an invitation to use Mi-Gateway and can be invited by yourself. The documents that are included in the email, are specific and unique to the Registered Client. Please note…
The Clients page provides a list of the your clients. Clients can be created and edited. Mandates can be uploaded and all the client’s mandates can be viewed by clicking the “Mandates for Client” button. Click here for help on how to upload mandates. To view clients on the “Clients” page you will first need to…
The Mandates page is separated into three sections detailed below.
The Mandates For Clients page can be accessed through the clients page once you click the “View Mandates”icon.
There are numerous pages within Mi-Gateway that have the option to upload a mandate. Follow these steps to upload a mandate:
The Documents page in Mi-Gateway has a structured tree that displays your fact sheets and mandates.
Mi-Gateway manages the life cycle between brokers, their clients and Mi-Plan. It is a secure web application that allows financial documents to be downloaded and stored.
A broker’s client can be invited to register on Mi-Gateway so that they can view their documents and edit their personal details. Follow these simple steps to invite your clients to register on the Mi-Gateway website. Log in to Mi-Gateway then go to the Clients tab.
Mi-Gateway does not allow PDF’s to be uploaded, as ID documents, as it only allows files in an image format. Here is an easy tutorial on how to convert a PDF to an image. Open your PDF Document. In your start menu type “snipping tool” (without inverted commas) and select the Snipping Tool application.
