View our Recorded Client Portal Webinar On Demand
Key Takeaways in this Video:
- Bookmark financialjourney.com
- When to use Client Portal vs Fidelity.com
- 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
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Financial Journey Partners is Here to Help You
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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