Webinar Available: The Power of the Client Account Portal with Envestnet
Learn to navigate the Client Portal and the powerful reporting options to track and integrate your entire portfolio.
This webinar introduces you to a new Client Portal Experience. During this webinar we review the following:
- Setting up your access and logging in to the platform
- Navigating in the portal to review your accounts and the various reporting options
- Adding manual accounts held outside your advisor such as real estate, 401ks, to integrate tracking your entire net worth
- Sharing and accessing documents
Need Envestnet account access? Contact Claire McNamara to set up your account. Claire can be reached at 716-856-3300 or at email@example.com.