Knowledge is nothing
without doing
The Client Portal allows you and Bishop Fleming to exchange files very securely and will be replacing email as the way in which we do this in the future.
You will be aware that email is open to interception and imitation, the Client Portal prevents the possibility of this happening to you. The Portal will allow you to digitally sign documents and so will also speed up the process of approving documents. The process of registering on the Portal is very simple, it will happen the first time we send you a document and once set-up this account will form the primary method of file exchange between us.
The following is a step by step user guide that explains in detail how the Portal works, but if you have any questions please don’t hesitate to call your usual Bishop Fleming contact.
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