Privacy & access
How information is handled in the 365 Consult client portal.
Information held here
The portal stores client account details, a recovery email when supplied, financial report versions, support requests, and access records. Passwords are stored as hashes. Login sessions and password-recovery links are used to manage access.
Who can access it
Clients can access reports and support requests assigned to their own account. The portal administrator manages client accounts, reports, and support requests. Report versions and support history are retained in the portal.
Account recovery
Password reset links expire after 30 minutes and can be used once. Automatic recovery emails require a configured mail service and an email saved on your account. While email delivery is unavailable, matching requests go to the administrator for identity verification and follow-up.
Downloaded reports
Downloaded PDFs and offline dashboards are outside the portal’s access controls. Keep them private and share them only with authorised recipients.
Questions or corrections
Use Client support for a question about your information or to request a correction. If you cannot sign in, use your existing contact channel with your consultant.