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Efficient Use of the Client Portal Webinar On Demand

Efficient Use of the Client Portal Webinar On Demand

March 11, 2021

View our Recorded Client Portal Webinar On Demand

Key Takeaways in this Video:

  • Bookmark
  • When to use Client Portal vs
  • Use the Vault for personal & shared docs
  • Set up Vault access to Tax Professional and Estate Attorney
  • Connect accounts and track your spending
  • Categorize your transactions including custom subcategories
  • Help has lots of resources or call Jennifer

 Press Play Below to View the Video




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Our Financial Journey Partners office is based in San Jose, California. We have clients that live in many states across the country. If you have questions about your investments or financial situation, call us to schedule time to talk about your specific situation.

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