- Activating m2Web for clients

Introduction

m2Web is an online web portal where investors can get "view only" access to their portfolio holdings, transactions, income and performance information anytime with ease.

m2Web can be white-labelled for your company if required (please contact m2Wealth for implementation cost and time). It can be integrated into the company's corporate website and also customised using the company's corporate colours and logos.

Once m2Web is enabled for your firm, the advisors can then manage their clients' m2Web access via m2Advisor.

Please contact m2Wealth if you would like to enable m2Web for your clients. Once done, your advisors will be able to give access to their clients by following the steps below.

Activating m2Web for a client

Once m2Web is activated for a client, the Advisor will then need to email the client the Username, Password and website address.

How to log into m2Web

1) Goto - https://www.mym2.com/m2web2

2) Fill in the login credentials:

• Username = m2Web User ID
• Password = Initialization Password (when logging in for the first time). The client will be prompted to change their password once they are logged in. 

Preview of m2Web

Home Screen

Portfolio Screen

Performance Screen

Movement Screen

Income Screen