Topics will include:
- Adding subcategories
- Creating rules for categorizing transactions
- Sharing documents securely with your Tax Preparer and Estate Attorney
- Using the Help Feature
Gain Efficiency Using Your Personal Financial Portal
Download our Efficient Use of the Client Portal Webinar flyer!
Join us online: Thursday, March 11, at 1:00 PM Pacific.If you need assistance registering, contact Arielle at email@example.com or 408-963-2889.
Date and Time
Thu, Mar 11, 2021
1:00p - 2:30p PST
Financial Journey Partners Webinar
Visit us online for this webinar. Contact firstname.lastname@example.org should you have any trouble connecting.