CLIENT PORTAL

GETTING STARTED

Create a password, set up security questions, and start navigating your portal with ease with our Quick Start Guide.

HOME PAGE

The home page gives you an at-a-glance view of pertinent account information and your total portfolio value.

DASHBOARD

A dynamic portfolio overview with customizable content cards highlighting key account details.

activity summary

View a breakdown of all activity and changes in your portfolio or account balance.

allocation

Explore your portfolio asset allocation, including the value and holdings for particular accounts.

transactions

A quick overview of how to filter and view different transactions in your portfolio.

projected income

See a snapshot of expected dividend and interest payments in a simple, month-by-month bar chart design.

vault

The Vault page is where you can keep track of all your important financial, tax, and legal documents.

user preferences & mfa

Adjust your personal user settings and learn how to set up multifactor authentication for enhanced security.