Clients who are tracking via Consolidated Account Statement (CAS), have to download and upload the latest statement every time they make new transactions OUTSIDE AssetPlus. To make this process automatic, we also have an auto-import feature. This feature is only available for Gmail accounts.
Clients can enable Auto-import by going to Menu -> Portfolio Tracker -> Auto-import -> Sign-in with Google
After this, they will receive instructions on how to add the settings to their Gmail account to enable auto-forwarding.
For your reference, please check below