Practitioner EditionPractitioner Edition - Dashboard

2.3 Providing Member Details

When you click the UPDATE NOW button, the Mclowd displays the Member Details screen:

Member Details


NOTE: The main Mclowd Tab Menu is now displayed. Many of the screens displayed when working
with a specific fund are identical to those used in the Trustee Edition and are therefore not
separately documented in this Manual.
Please refer to the relevant headings in the User Manual section of Mclowd Help
(https://www.mclowd.com/support/user-manual/). Instructions for providing Member Details and
setting up Member Accounts are available in Chapter 3, Section 2 Fund Setup: Fund and Member Details


NEXT: PRACTITIONER SETTINGS MENU

about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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