What information can I view on my client portal?

​In your AMP Client Portal, you can access and manage various aspects of your account through the following menu options: 

Home: View completed and pending applications, continue unfinished applications, or start a new one.​

Message Center: Receive all notifications specific to your account, such as deposit confirmations, bank account link approvals, and password reset alerts.​

Document Center: Access your tax documents, account statements, and customer agreements.​

Profile: View or edit your profile information, including email address and phone number. Manage two-factor authentication preferences (via SMS or Authenticator app), change your client portal password, and update your Know Your Customer (KYC) details.​

Treasury: Handle all fund-related services and transactions, including:​

• Linking a bank account through PLAID for ACH transfers (U.S. customers only)​

• Submitting deposit or withdrawal requests​

• Viewing your account balance

• Transferring funds between your AMP accounts​

• Requesting currency conversions​

• Initiating account closure requests​

• Adding new banks for wire withdrawals or brokers for fund transfers​

• Checking the status of personal check holds and ACH transfer holds​

• Accessing wire and check deposit instructions​

Trade Desk: Create sub-accounts, submit live trading setup requests to add or change data subscriptions, and view your live trading credentials.

Start a New Application: Begin a new application process.