Guide to Your Portal
Frog Financial Management has a new Portal service for our clients, which is a free secure encrypted environment, to safely share documents and any personal information.
Portal access and how to provide documents.
By now you will have received an email from one of the team at Frog that is your invitation to access the Portal. You will need to click on the link in the email to receive your specific login information. Please note there is no username or password required, as the link sent is unique and authentication is done on the fly by the system when you access the system.
Portal access – very important
First, please read the Guide to Your Portal, as it gives you the guidance you will need to get started and how to successfully provide/scan documents, otherwise it is very likely they will be unusable.
You don’t have to use Your Portal to supply the documentation if you choose not to, this is your choice. You can provide the documents over email, or via post should you wish, but this is not a secure environment to do so, but this is your choice.
However, we need you use the Portal to:
- Complete the Fact Find in full
- Retrieve your online Equifax credit report – this will auto-populate areas of the fact find too
- Complete electronic ID verification checks
We are sure you will love Your Portal, making everything simpler, so you can get on with your life sooner!
