Streamlined onboarding

If your setup page shows Workspace, Tax details or Entities, Subscription, Storage, Investments, Review data, Categories, Tags, Integrations, Team, and Email, this is the guide for you. The streamlined flow lets you upload investment documents, bring in files from SharePoint or OneDrive, or open an empty workspace and add data later. When you choose New organisation from the home page or Add organisation from the organisation switcher in the workspace sidebar, EveryWealth opens this streamlined setup. An unfinished organisation also returns to the stage where you left it when you open it again. When setup opens, a loading outline appears immediately while EveryWealth checks your access and restores your saved progress. Your workspace details replace the outline as soon as they are ready.

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Adding documents while EveryWealth sets up your workspace

On your upload page, use Choose files, Connect SharePoint, or Take photo. Once documents have been added, these options sit beside Add files. Keep the page open until your uploads finish. If a file fails, choose Retry beside it. You do not need to add files again if they already appear in your document list. If the same file keeps failing, contact your EveryWealth contact with the file name and the message shown. Connect SharePoint opens Microsoft sign-in. When you return, choose Browse SharePoint and select a document library or folder. Supported files in that folder and its subfolders are added to the same review. Take photo lets you photograph paper statements on your phone or choose existing photos. Review, retake and reorder the pages, then select Done to add them as one PDF. If sending fails, keep the window open and retry. These options are available while uploads are open. After you choose Send to EveryWealth, your documents are locked for review. Contact your EveryWealth contact if you need to add more.

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Before you start

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Assisted document import

If your Investments stage shows Let’s organise your files together, you are using the assisted import. Upload your Excel, CSV, TSV, PDF, Word, image or text files as they are, including workbooks with several sheets. EveryWealth works through them in sections and organises the information. Spreadsheet cell values are kept as uploaded. Scanned pages and images are read before the assistant checks their meaning and asks about anything unclear. If pages cannot be read, upload a clearer copy or split the document into smaller files. Questions appear when a figure, date, currency, owner or column meaning is unclear. Each question identifies the file and relevant rows and explains what needs clarifying. Choose a suggested answer or write your own, then select Save answer and continue. If you are unsure, say what you know; the assistant can ask a follow-up. You can add a supporting statement below and refer to it in your answer. The assistant checks the document again using your answer, including earlier sections affected by the clarification. More questions may appear as it works through later sheets or pages. Open File progress and saved answers to see what has been prepared and revisit your submitted answers. Wait for uploads to finish before leaving. After that, Save and exit lets you leave while processing continues. Returning to the workspace restores the files, saved answers and any outstanding questions. Text you have typed but have not submitted is not saved. If processing fails, choose Retry processing to continue from saved progress. You can also remove a file and upload a corrected copy. A workbook that cannot be read within the size limits must be split into smaller files; the assistant does not silently leave out its remaining sheets or rows. Once the questions and file errors are resolved, continue to Review data. Your prepared information only enters your portfolio after you approve it there. Have these details ready:

• Your organisation’s name, country, and reporting currency.
• Whether the workspace will use one entity or several nested entities.
• The legal name, structure, and financial year-end for each nested entity that owns investments.
• IRD numbers for New Zealand entities or ABNs for Australian entities, if you want to record them during setup.
• Recent statements, or access to the SharePoint or OneDrive folders that hold your investment documents.

You do not need to have every team member ready, connect accounting tools, or build a detailed reporting structure before you begin. Have a payment method available for Stripe to confirm the workspace subscription. Billing starts only after the 30-day trial unless you cancel first. If you already started setting up a workspace in the earlier guided flow, the streamlined flow reuses the organisation details and other progress you saved. You can review those details from the Workspace stage before continuing. The progress indicator shows your current step. On larger screens, each stage expands to make document lists, investment reviews, and category assignments easier to scan. On very wide screens, the setup summary also keeps the workspace name, investment source, entity count, and save status in view. The setup uses the same type style as the dashboard for a consistent experience. Once your workspace has been created, EveryWealth saves your changes as you continue. You can use Save and exit at any time, then return to the same stage without losing the decisions you have already made. The setup header also keeps help close by. Choose Docs to open this guide on EveryWealth Help, or choose Need help to book onboarding time with Finn. Both open in a new tab, so your setup and saved progress stay in place. If setup cannot continue, a dialog explains what needs attention. Close the dialog, make the requested change, then try the action again. Missing or invalid field details remain shown beside the field that needs correcting.

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1. Workspace

Enter the organisation name, country, and reporting currency. You can search the country list by name or code to find yours quickly. Choosing a country also fills in its usual reporting currency when that currency is available. You can change the reporting currency before continuing. Choose how entities will work in the workspace:

• One workspace entity creates one entity using the workspace name as a starting point. You can change the entity name in the next stage before confirming its tax and reporting information.
• Nested entities lets you add several companies, trusts, individuals, or other entities underneath the workspace.

Use the legal organisation name your finance team recognises. The reporting currency is the currency used for portfolio totals and reports.

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2. Entities

If you chose One workspace entity, this stage is shown as Tax details. The entity name starts with the workspace name. Keep it if both names are the same, or change it to the legal owner’s name before confirming its structure, financial year-end, and relevant tax details. If you chose Nested entities, add the legal entities that sit underneath the workspace. An entity can be a company, estate, individual, partnership, trust, or another structure. The first entity is marked as the primary entity, but its investments and tax work remain separate from every other entity. For each entity, enter:

• The legal entity name and structure.
• Its financial year-end.
• For New Zealand entities, an IRD number, taxpayer type, PIR rate, and FIF method where relevant.
• For Australian entities, an ABN, state or territory, and taxpayer type where relevant.

Tax numbers and the more specialised tax choices are optional during setup. Enter only information you are comfortable confirming from your records. You can update the entity’s taxpayer profile later in its tax workspace. For nested entities, choose Add another entity for each additional legal owner. EveryWealth can keep several companies, trusts, individuals, and other entities inside one workspace without combining their investment or tax records. You can also add more entities later from Investment settings.

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3. Subscription

Start the workspace’s 30-day EveryWealth Pro trial before importing documents or connecting external services. The subscription belongs to this workspace and confirms that it is authorised to use paid EveryWealth features. Choose Start 30-day trial to open Stripe’s secure checkout. Stripe shows the ongoing price, applicable taxes, and payment terms before you confirm. Your payment method is saved securely by Stripe, and billing begins after the trial unless you cancel before it ends. After checkout, EveryWealth returns to the Subscription stage and confirms that the trial is active. You can then continue to document storage. If you close checkout, your workspace setup remains saved and you can restart checkout from the same stage. The 30-day trial is available the first time the workspace starts its subscription. You can manage payment details or cancel later from Settings → Organisation → Billing.

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4. Storage

Choose where accepted documents will be kept after EveryWealth has processed them. All three choices use secure temporary processing in EveryWealth; the difference is who controls the long-term copy.

• EveryWealth managed is the recommended, lowest-maintenance choice. EveryWealth keeps the long-term copy and documents remain available from their EveryWealth records. No Microsoft connection is required.
• EveryWealth with SharePoint backup keeps the main copy in EveryWealth and sends another copy to a SharePoint library. EveryWealth document links do not depend on the backup copy remaining in the library.
• SharePoint managed keeps the long-term copy in your organisation’s SharePoint library. Your Microsoft 365 permissions, retention settings, version history, and audit activity apply. Your organisation is responsible for keeping the file available; moving or deleting it may prevent EveryWealth from opening it.

For either SharePoint choice, connect the Microsoft account that can access the intended site. Select a site, document library, and folder, or create an EveryWealth folder from the setup screen. Confirm the responsibility notice to save the location before continuing. The choice applies to documents accepted during investment import and to future documents. You can change the operating model later from Document settings.

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5. Investments

Add documents from one or more places: You can combine uploaded documents, SharePoint folders, and OneDrive folders in the same setup. Choose a source from the compact list, then switch sources if you want to add documents from another place. If you do not have documents ready, choose Start without data and add investments from your workspace later. When you choose or drop a folder from your device, EveryWealth finds supported documents throughout its subfolders. Subfolders are also included when you choose a Microsoft folder. The source list shows which folders you selected and how many documents have been found. There is no total document-count limit for an onboarding import. Each individual file can be up to 25 MB, and unsupported or empty files are identified without stopping the other documents from being added. Excel, CSV, and similar transaction ledgers are read in manageable groups so a long sheet can include every dated transaction in the review. After processing, use View data to compare the number of transactions found with the source sheet before you continue. Use Retry beside a document that was not added, such as after a temporary connection problem. Use Remove to discard a document you no longer want in the import. To remove several files together, select their checkboxes and choose Remove selected. Removing accepted documents also discards information found only in those documents, and EveryWealth reads the remaining documents again. If other files are still being read, the selected documents show as waiting and are removed automatically when that work finishes. Choose View data beside any file to inspect what EveryWealth has read before you continue to Review data. The file expands in place to show its processing result, a summary of the data found, identified investments, transactions and updates. Open Source text when you also want to compare the results with the readable document text. Files that could not be added show the full reason beside the available next action. As documents finish processing, files marked Ready move to the top of the list while the order within each group stays the same. EveryWealth checks each file again automatically while it is marked Reading, so its status changes as soon as the extracted information is ready. For a file identified as a duplicate, choose Process anyway only when it contains separate records that should still be reviewed. For a failed or unreadable file, correct the issue shown and choose Retry extraction. If a holdings register was read but its results could not be saved, you can retry the existing file without uploading another copy. Check the investment count in View data after processing finishes; a holdings register may have investments without any transactions or updates. EveryWealth reads the documents again so the next review uses a consistent set of information. If the document reader returns incomplete or incorrectly structured data, EveryWealth automatically retries up to three times. If the file still cannot be read, open View data and choose Retry extraction to try again manually. Large or complex documents can take up to 30 minutes for a processing attempt. Leave files marked Reading to finish; a large collection may take longer as its documents are processed. If a document stops progressing, force removal becomes available after 35 minutes without progress. This gives active processing time to finish before you discard the file. While documents are being read, choose Email me when ready if you want to leave the setup page. EveryWealth sends one email to the address you use to sign in after every document in the current batch has finished and any selected Microsoft folder has been checked. Use Return to documents in the email to reopen the Investments step, where you can check the results, add more files, or continue to Review data. Wait until at least one document has been added or found before continuing. If you do not want to bring in documents now, choose Start without data to open an empty workspace and add investments or documents later.

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Follow the preparation progress

EveryWealth shows what it is working on instead of using one general processing message. Depending on the documents, you may see:

1. Reading documents — checking each source and capturing the investment information it contains.
2. Finding investments — identifying investment names and related activity.
3. Grouping results — bringing together references to the same investment across different statements.
4. Checking matches — looking for possible duplicates and preparing items that need your decision.
5. Ready to review — the information is prepared for the Review data stage.

The document count updates while files are being read. The later phases may not have a percentage because the amount of work depends on what was found. You can use Save and exit while this continues and return when the review is ready.

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6. Review data

What you see here depends on whether you added documents:

• Your document information is ready: review every investment EveryWealth found across your uploads and connected folders, then decide whether to approve it for import or exclude it.
• Your documents are still processing: the current preparation phase and document counts remain visible. You can wait on the page or use Save and exit and return later.
• You started without data: there is no imported information to review, so you can continue to Categories.

Nothing is approved automatically. Each investment needs one clear outcome:

• Choose Approve when the investment belongs in the new workspace and the information is ready to import.
• For a data gap that needs more supporting information, select it and choose Save as draft. The affected investment is created in an Awaiting information state.
• Choose Exclude when the item is a duplicate, does not belong to the organisation, or should not be imported.

The progress panel shows how many investment decisions are complete and points you to the most useful next action. Use the status filters to switch between Needs attention, Ready, and Reviewed investments. Approve all ready completes the straightforward items together, leaving only the exceptions that need a closer look. For a faster pass, choose Rapid review. Each decision shows whether it will import the investment and its transactions, keep only a draft investment, or import nothing. Choose Show transactions to check the extracted dates, amounts, currencies, and source details. The decision buttons stay above the transaction list so you can act without scrolling past the details. Leave the transaction details open to review the same information for each investment as you move through the queue. Each investment summary shows what will happen if it is approved. Check whether EveryWealth will create a new investment or add activity to an existing one, along with the linked ticker and exchange, transaction currency, number of transactions, activity dates, and source-document count. If a document does not state a transaction currency, the summary identifies that the workspace reporting currency will be used for that activity. When a ticker identifies a listed investment, EveryWealth uses the recognised market-listed name in the review and for the new investment. The name printed in the source document remains available in the extracted evidence. Broker labels that combine an exchange, ticker, and company name are cleaned before the investment is created; for example, an ASX label becomes the recognised company name rather than the full broker-formatted line. If the same listed investment appears elsewhere with a longer printed share description, EveryWealth groups those references into one review item. Its transactions and source documents stay together rather than appearing as a second empty investment. For fund notices, EveryWealth keeps activity with the fund you hold. An underlying company mentioned only to explain a distribution, capital call, or other fund activity does not appear as a separate investment in your review. General partners, fund managers, administrators, accountants, custodians, and advisers named only because of their role are also left out. When the source document also identifies the exchange, EveryWealth uses the ticker and exchange together. This prevents the same ticker on another market from being linked automatically. If the document does not state an exchange and the ticker could refer to more than one existing investment, the review asks you to choose the correct investment instead. Before saving a new listed investment, EveryWealth confirms that market data is available for the selected ticker and exchange. If that check is temporarily unavailable, the investment remains in review so you can retry rather than saving an unverified ticker. Hover over a listed investment’s ticker to see its company name, exchange, currency, country, security type, and the latest available market price. Select the ticker, or Change ticker in the preview, to search for the correct listed investment. Choosing a replacement updates the investment to the recognised listed name and checks again whether it belongs with an existing investment in the workspace. Review and approve the investment again after making a change. Expand an investment when you need more evidence. The expanded view shows the source documents linked to it and the transactions EveryWealth found, including dates, amounts, currencies, units, prices, and fees where available. Items that may be duplicates, have lower-confidence information, or are missing important financial details are marked for a closer look and are not included in bulk approval. Transactions whose type needs confirmation appear first within each investment, including in rapid review. Each group keeps its date order. Once you save a recognised type, that transaction returns to the regular date-ordered list. Removed transactions remain in Removed from import. Each investment has a Tracking choice directly in the review list and in rapid review. You do not need to expand its transactions to change it. Choose Track by units when the source provides quantities and prices, or Track by value when it records contributions, withdrawals and valuations without unit counts. Listed investments remain tracked by units. Use Listing → Unlisted if EveryWealth incorrectly assumes an investment is listed. This removes its suggested stock match and lets you choose either tracking method. It updates the investment being reviewed; it does not change the existing investment that was suggested as a match. Check the investment name and approve it again after correcting the listing. To switch back, choose Listing → Listed, then search for and select the correct investment and exchange. The listing saves after your selection is validated, and tracking switches to units. Cancelling the search leaves the investment unlisted. These choices are available in both the review list and rapid review. Your choice saves immediately and the missing-data warnings update. A saving error appears beside the choice so you can retry. Changing tracking clears any previous approval for that investment; review it again before approving. You can also use Apply suggested tracking to all for unlisted investments that still need a decision. Tracking by value does not require invented units; tracking by units requires the missing quantities to be entered. For dividends, distributions, and interest, related tax lines are kept with the income they belong to. Expand the investment to see withholding tax, supplementary dividends, and tax credits nested under the income transaction, along with the gross income and net amount received. This prevents separate tax lines from appearing as unrelated transactions. You can correct an investment name or extracted transaction without leaving the review. Select Edit, make the correction, then select Save changes. Check the source document and source excerpt shown beside the item before changing it. The evidence remains visible so your team can distinguish the document information from a correction made during review. You can also correct the transaction list itself. Select Remove beside a transaction that should not be imported; it moves to Removed from import, where you can restore it if needed. Select Add transaction to enter activity that appears in a source document but was not extracted. Choose the source document, enter the date, transaction type and available financial details, then save it. EveryWealth checks the investment again so issues such as a missing opening buy or transfer can clear before you approve it. Some gaps prevent an investment from being imported safely. For example, EveryWealth may find a dividend but no earlier buy, transfer-in, or other opening transaction. The gap explains what was found, what is missing, and why the missing information matters. Expand the investment to check the source document and excerpt. Correct the extracted data only when the source supports the correction. Otherwise, save the investment as a draft. When a statement shows what you held but no purchase, the investment starts from that value instead. It is marked Starts from an opening balance: the cost and purchase date are unknown, so gains and tax are measured from that date. The opening balance is treated as the amount invested. Returns and performance count it as money put in, so only changes in value after that date show as gains. Some portfolio reviews include an investment movements table showing, for the year, each holding’s starting value, sales, gain or loss, ending value and income. If a holding was fully sold or exchanged during that year, EveryWealth records its starting value the day before the year begins, one sale for the year’s sales, and the year’s income. The sale and income are dated at the end of the year because the report gives totals, not dates, and each says so. Change a date if you know when it happened. If another document gives the holding a dated balance or dated transactions, those are used instead and the year’s totals move to Removed from import, where you can restore them. If EveryWealth finds a possible duplicate, choose the verified existing investment or confirm that the item should be created as new before approving it. Approving an investment also approves the extracted transactions shown under it. When you finish setup, approved source documents are also linked to their owning entity. If your workspace has one entity, EveryWealth applies it automatically. If you have several entities, EveryWealth checks the source documents for the account holder or investment owner and uses that entity for new investments too. A fund manager, broker or investment issuer named in a document is not automatically treated as the owner. Each investment in Review data shows an Owning entity field. Check the suggested entity against the source documents, or choose a different entity from the list. You can make this choice while suggestions are loading or when no clear match is found. The field is also available in rapid review. Your choice is saved with your setup and takes precedence over the automatic suggestion when the investment and its documents are imported. Changing an entity clears that investment’s approval; check it and approve it again. If an investment is matched to an existing holding, choose that holding’s entity or use Create as a new investment in the review list to keep a separate holding under another entity. For an existing investment, its current entity is kept unless the source documents reveal a conflict, which needs review. Documents that do not name an owner can use the linked investment’s entity when there is only one possible owner. A new investment with unclear or conflicting ownership stays in the import review until you choose its owning entity. You can also add a statement naming the owner, or match it to an existing investment with the correct entity. Select one or more unresolved gaps, then choose Save as draft. EveryWealth creates an investment shell that keeps the name, source review, and missing-data notes together. Drafts appear in Investment Management as Awaiting information, but they do not contribute to portfolio values, performance, or reports. Saving a draft does not mark the gap as resolved. Add and review the supporting information before activating that investment later. Excluded and draft investments are not used when category suggestions are prepared. You can search by investment name, ticker, currency, or existing match, reveal more investments in larger portfolios, and change an earlier outcome before continuing. Approved, draft, and excluded investments remain grouped by their outcome so you can confirm exactly what will and will not be added.

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7. Categories

After you finish reviewing the data, EveryWealth prepares category and subcategory suggestions using only the investments you approved. The screen shows when suggestions are being prepared and lets you review the result before anything is saved. When an uploaded Excel, CSV, or similar workbook already associates investments with categories or subcategories, EveryWealth uses those source labels as the starting point. A Categories found in source documents notice shows how many labels and approved investments were recognised. Review these labels carefully when the workbook uses internal or abbreviated terminology. Check:

• The proposed category and subcategory names.
• The distinct colour for each main category and the related shades used for its subcategories.
• Which approved investments are assigned to each category.
• Any investment that still needs a category decision.

You can rename, add, or remove categories and subcategories, and move an investment to a different category. You can also deliberately leave an investment uncategorised. Subcategories appear beneath each main category as colour-coded labels, so you can understand the reporting structure at a glance. Choose Manage when you want to inspect descriptions or change those subcategories. For larger portfolios, search the assignments and use the bulk option to place unresolved investments into a suitable category. These changes remain suggestions until you explicitly approve the category structure. Investments without a category or subcategory appear first in the assignment list, with alphabetical order within each group. This order also applies to search results and updates as you complete assignments. It does not make subcategories mandatory or change a Leave uncategorised decision. Use Regenerate with AI when you want a fresh category and subcategory structure based on the approved investments and source information. This replaces the current draft. Use Extend with AI to keep the categories and subcategories already shown and add useful gaps. Existing investment assignments are kept when you extend the structure. If you started without data, you can choose a standard category starting point or set up categories later. The category confirmation shows what will be created and imported. Nothing from the documents, and no AI category suggestion, is added to the workspace until you finish setup.

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8. Tags

Tagging is optional. Categories provide the main reporting structure, while tags add extra details that can be used to filter the dashboard and refine reports. For example, a Liquidity field could use Liquid, Semi-liquid, and Illiquid values. Other useful fields include investment strategy, mandate, region, or risk profile. Choose one of the suggested fields or create your own. A field can allow one value per investment, or several values when more than one description may apply. If you approved investments during Review data, select one or more of them, choose a tag field and value, then choose Apply to selected. Applied values appear beside each investment and can be removed before you continue. Leave the step blank and choose Skip to integrations if you do not need tags yet. You can create fields and apply values later from Investment settings.

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9. Integrations

The Integrations stage is optional. It gives you one place to connect Xero and Microsoft, then shows the related workflows in a useful order. You can skip this stage and return to Settings → Integrations later.

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Xero

Connect the Xero organisation that belongs to this EveryWealth workspace. If your Xero account can access several organisations, choose the correct one before continuing. The Xero workflow then shows these next steps:

1. Set up bank syncing — choose the bank accounts that should appear as cash investments, then map each one to an existing reporting entity and an investment category. If there is no cash or bank category, EveryWealth suggests creating a Cash category while still allowing another category to be selected.
2. Prepare tax workflows — review the tax engine prepared from the entity details entered earlier in setup.
3. Automate Xero invoices — optionally create payable or receivable invoices from investment activity and use your chosen Xero tax account.

Detailed Xero workflow pages open separately so your place in onboarding is kept. Complete only the workflows your organisation uses.

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Microsoft

Connect Microsoft 365 to support Outlook calendars, follow-up meetings, Microsoft Teams links, and SharePoint document workflows. The Microsoft workflow includes:

• Calendars and meetings for investment date reminders and follow-up meeting invitations. Calendar access is granted by each connected user.
• Document workflows for SharePoint-managed storage or SharePoint backup. If you configured SharePoint during the Storage stage, its status is already shown here.

Connecting a provider does not activate every workflow automatically. Review the nested workflow you want, confirm its permissions and choices, and leave the others unchanged.

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10. Team

The Team stage lets you invite colleagues, advisers, accountants, and family members before the workspace opens. This step is optional, and invitations are only sent when you continue. For each person:

1. Enter their email address.
2. Choose Admin, Member, or Owner.
3. Open Specific permissions and turn on only the areas they need.

The permission list covers tasks such as approving investments, managing members, changing billing, reviewing email automation, viewing full report history, and bulk-deleting transactions. Owners always have every permission; choose Admin or Member when you need to limit access more closely. Each person receives an email invitation and only gains access after accepting it. You can return to Organisation Settings later to change their permissions, invite more people, or cancel a pending invitation.

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11. Email correspondence

After setting up your team, you can create an EveryWealth receiving address for statements, notices, and other investment correspondence. If your organisation already has an active receiving address, you can use that address instead or create another one. For a new address, EveryWealth fills in an available name based on your organisation name. You can keep this name or change it before creating the address. EveryWealth prepares an email you can send to custodians, advisers, brokers, and administrators. The message asks them to keep your usual contacts in the To field and add the EveryWealth address to CC for future correspondence. You can copy the full message or open it in your usual email app. Messages and attachments copied to the address appear in your organisation’s Email inbox for review. The address is for records and documents; continue to use your normal communication channels for urgent requests and trade instructions. This step is optional. You can finish setup without creating an address and add one later from Email settings. Choose Open workspace when you are ready to activate the workspace and open the dashboard. The full workspace navigation is ready as soon as the dashboard opens. If you approved an import, the dashboard opens while EveryWealth finishes adding the confirmed investments in the background. A preparation screen shows which stage is underway and the number of investment and activity records added so far. It updates automatically and opens the populated dashboard when the import is complete. You can leave the page while this continues without interrupting the import. If an item needs attention, the preparation screen links you back to the remaining review. The workspace cannot be activated without an active trial or subscription. Once Stripe confirms the trial, you do not need to revisit billing during the remaining setup stages.

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After onboarding

The dashboard’s Getting started list shows useful next actions for your organisation. Depending on how you began, these may include:

• Connect accounting or document tools.
• Refine tag fields and apply more values.
• Choose document storage.
• Invite team members.

If setup created draft investments, every Dashboard view shows how many are awaiting information. Choose Review drafts to open Investment Management. The confirmed portfolio figures remain separate from these drafts. If only part of a confirmed import succeeds, use Finish your import to return to the items that need attention. Your approved and excluded decisions remain available so you do not need to repeat the review.

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Need help?

Contact support@everywealth.com.au if you are unsure which starting option suits your organisation. You can choose Start without data while selecting an import source if no documents have been uploaded yet. You can add documents after the initial setup. In the earlier setup flow, invitations offer Admin and Member. If a saved setup still has a Viewer invitation, choose one of the supported roles before continuing. Review the person’s permissions before inviting them.

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Document-led onboarding

If the EveryWealth team invites you to a setup page with Documents, Investments, Categories, Entities and Review, you are using our document-led onboarding preview.

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Add your documents

Open your invitation and sign in. Select Upload documents to add statements, spreadsheets or photos. To use your phone, select Scan from phone and scan the code. Review your photos on your phone before sending them. They appear in the same document list on your computer. EveryWealth reads the text in each file first. It does not organise your investments until you select Process. Wait for files to show Ready. For a locked statement, enter its password. If a file cannot be read, retry, replace it with a clearer copy, or remove it before continuing. Only the person who uploaded a file can remove it, and only before it has been read or after it could not be read. Owners and admins can remove any file. If you need a file removed that you cannot remove yourself, ask an owner or admin.

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Process and review

Select Process when you have added the documents you want considered. You can leave the page and return while processing continues. The Investments view lists the investments found, their owners, values and any questions. Select an investment to see its transactions and supporting documents. Values show their currency and date. A missing figure is shown as unknown, rather than zero. Answer the questions with what you know. You can also select a question in the assistant and describe your answer. Check the assistant’s proposed answer, then select Confirm answer to save it. If you are unsure, choose I don’t know — ask the team. Some answers need a staff review before they change the portfolio. You can add more documents at any time. Their text is read first, and they wait until you choose Process new documents. New files added while processing is running are considered in a later pass. Check the refreshed review before confirming it again.

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Confirm categories and owners

In Categories, check how investments should be grouped in your reports. Choose a category and, where useful, a subcategory. You can add categories if the ones shown do not fit your reporting needs. In Entities, check the people, trusts and companies that own your investments. Select the correct owner for each holding, or add an owner who is missing. Ask the team about uncertain or joint ownership rather than choosing an owner that does not accurately describe it. Confirm each section when you have checked it. If information changes, a section may need confirmation again.

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Send your review to the team

Open Review and select Send for staff review once the three sections are confirmed. Process any new documents first, or remove them if you uploaded them or are an owner or admin. The EveryWealth team checks the evidence and resolves outstanding matters before activating your portfolio. They may ask you to review it again. After successful verification and handover, select Open workspace to start using it.

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Shares in performance summaries

When a statement prints a full company name without a ticker, EveryWealth can suggest its ticker and exchange if there is one clear match in the market catalogue. If several listings match, check and choose the correct ticker in Review data. For a performance table with starting and ending market values, the starting value is proposed as the opening balance when the statement gives the reporting period’s start date and no earlier history establishes the holding. It is recorded on the day before that period starts. Missing units stay blank unless a market-price estimate is available. Check the value and date before approval. Cash income and franking credits in a share performance summary become a draft dividend when no detailed dividend payments were extracted. Franking credits remain separate from the cash received. The initial date is the period end, clearly labelled as a placeholder. Edit the draft to confirm the payment date, or replace it with individual dividends if the total covers several payments. Approving the investment alone cannot save an unresolved total. For a matched listed share, EveryWealth checks historical closing prices in the same currency to estimate opening and closing units. The review description shows the estimates and the price dates used. Closing units are a comparison with the statement, not an additional purchase or opening transaction. A dividend payment date and unit entitlement are suggested only when one published payment in the reporting period reconciles with the cash income and both balance estimates, and the statement shows no purchases, sales or other adjustments. If several published payments together reconcile, the draft can show an estimated unit entitlement across them, but the total still needs to be split or confirmed. Otherwise, the draft lists available candidate dates for review. Missing prices, currency differences or several possible payments leave the date unresolved. Check every estimate before approving. Detailed dividend schedules take precedence over summary drafts.