Topics will include:
- How to navigate the site
- Connecting financial accounts to the site for automatic updates
- Reviewing & categorizing your spending
- Setting up alerts
- Tracking your goals
Features with the Vault:
- Brokerage Statements
- Performance Statements
- Sharing Financial Documents
View our Mastering the Financial Journey Partners Client Portal Seminar Flyer
Come enjoy lunch at Noon with seminar to follow at 1 pm.
Please RSVP to Arielle at email@example.com or 408-963-2889.
Preparation before training:
- Bring your laptop or tablet to the seminar
- Test your Client Portal access before the day of training.
- Email your questions in advance to firstname.lastname@example.org
- We are here to help you prepare!
* This is a free event. Please be advised that space is limited. This event is intended for Financial Journey Partners' clients only, please RSVP.
Date and Time
Thu, Jan 30, 2020
12:00p - 3:00p PST