WHAT IS THE CLIENT PORTAL?
It is a web-based tool designed to give you more convenience and control.
WHAT CAN I DO ON THE CLIENT PORTAL?
- check your portfolio balance, performance, allocations and transactions
- securely send important documents back and forth with your advisor
- sign up for electronic document delivery
- change personal information such as your postal and e-mail addresses
HOW DO I GET STARTED?
For instructions on how to register for portal access, please contact us.