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Tip: Stock Options in Your Client Portal

Use the Stock Options Feature!

Use the Stock Options Feature!

Congratulations if you have earned stock options!

You can utilize your personal client portal to account for the potential income and tax consequences, year by year.

Work with your Wealth Manager on strategies to incorporate your stock options into your wealth management plan.
Give Jennifer a call at 408-963-2884, and she can help you take advantage of this feature in your client portal.

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Client Portal Resources

The resources on the is page will help you learn how to get the most out of your Financial Journey Partners Client Portal.  You can also select Help in the upper right of the home page of your portal for additional resources.

Efficient Use of the Client Portal Webinar

Efficient Use of the Client Portal Webinar

View our recorded webinar where we address areas to gain Client Portal efficiency

Key Takeaways:

  • 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
View On Demand

A Guide To Getting Started - A step by step guide to get started with a login to your site.

Best Practices - Best Practices for using your Client Portal.

Connecting Accounts - Steps to add accounts to your Client Portal. Manage account connections with the NEW Connections Dashboard!

Investments - See account values, asset allocation and market news.

Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.

Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.

Spending - Track your spending and create a budget, all in one place.

Vault - A secure digital document storage repository.

Mobile Client Site - Access your Client Portal from an icon on your smart phone.

Security - Learn about the advanced security features and protocols to keep your data safe and private.

Screen Sharing - Use screen sharing with your advisor when meeting remotely.

Client Portal FAQs - Answers to frequently asked questions.

Client Portal Tips Archive - Reference our top tips in our archive.