Client Experience Guide
Welcome to your Personal Financial Portal
Personalized For You
From your portal, you have access to unique information and insights, account details, your investment dashboard, a document vault, instant access from any of your devices, and more.
Stay Connected to Your Financial Picture
At-a-glance view of pertinent account information
Dynamic view of your entire portfolio
Easily keep track of and share your important financial and legal documents
Select a section above or simply scroll to explore the content below.
Home Page
When you log in, you’ll see your personalized home page. Then, across the top, you have quick access to the other pages of your portal.
Your accounts and total portfolio value are listed front and center. Next to your accounts, you’ll also find your top holdings for quick reference.
You can stay connected to your financial team with clickable links to phone numbers, emails, and office locations.
You can also quickly contact your advisor while on the go. In addition to contacting us, we can send communications and updates from your team directly within the portal.
Portfolio
The Portfolio dashboard is where you can view additional details about your portfolio. The dashboard gives you a dynamic overview of your portfolio with performance cards highlighting key information about your portfolio.
To get even more detail, you can click on the title of each card. You can also use the drop-down menu to quickly switch between the different cards.
All this information is completely customizable using the filters to select specific date ranges, portfolios, or accounts.
Activity Summary
View activity and changes in your portfolio or account balance.
Allocation
View the allocation breakdown of your portfolio.
Performance Card
View investment performance across your portfolio.
Gain Loss
View realized and unrealized gain/loss information for your investments.
Vault
Securely sharing and managing documents is key to working with your wealth management team. The Vault page is where you can keep track of all your important financial and legal documents.
From here, you can organize your documents into folders, drag-and-drop to upload new documents, and easily move files from one folder to another.
The Vault is also an area where we can share documents through the Shared Folders option.
From the Statements and Reports folders, you can view investment-focused reports created by your financial team.
Login Problems
Please follow these directions if you need help signing in to the site.
