The client portal is the focused version of Kerdora that a household member sees after accepting an invitation. Its current navigation is Overview, Profile, Documents, Tasks, Spending, and Investments.

Overview is the client's plan-delivery destination. It shows the Guides the advisor has made visible for the household. Data-driven components reflect the saved plan; clients cannot edit the Guide structure or choose advisor-only components.

If no Guide is visible, the client does not receive the advisor's full Planning workspace as a fallback. Confirm Guide visibility before the meeting or invitation.

Profile contains the household records the client is permitted to review or maintain. It uses the same underlying client file, so permitted client updates are reflected in the advisor's view.

Accounts also contains the linked-account experience. The client can connect an institution, review discovered accounts, map them to existing records or create new records, and reconnect a connection that needs bank authentication.

Documents is the shared file area available to the client. Use it for statements, returns, policies, and other requested records. Advisor extraction and review workflows remain advisor-side; a client does not gain access to Upload & Extract merely by uploading a document.

Tasks shows work assigned to the client. Clients can review and complete their items. Advisor-only Tasks do not become client work simply because they belong to the household.

Spending presents the client's transaction experience when transaction data is available. It is marked Beta. Transaction availability depends on linked or imported sources and the state of the household's Spending data.

Investments gives the client a read-only view of the recorded portfolio and analysis exposed by the client experience. Clients cannot edit holdings, targets, or advisor assumptions from this workspace.

Clients do not receive Office, Financials, the full Planning workspace, Visualize, the Guide editor, Dora, Plan Setup, practice Templates, Research, or Academy. They cannot open another household or change the advisor's planning assumptions.

The safest preview is to review the current portal configuration for that household rather than assuming every advisor record is visible.