Broker Check
30 Jan
Mastering the Financial Journey Partners Client Portal


Isn't it time you mastered the Financial Journey Partner Client Portal? Whether you are just getting started, need to refresh your knowledge or are interested in learning about the latest enhancements, this client seminar is for you. - All skill levels are welcome.

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 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 
- 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


Financial Journey Partners Conference Center

101 Metro Drive
Suite 264
San Jose , CA 95110
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Event Registration