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Articles From Lumsden McCormick

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 cmcnamara@lumsdencpa.com.

Webinar Available: The Power of the Client Account Portal with Envestnet

for more information

Bryan joined Lumsden & McCormick Financial Services in 2012 with over 15 years of experience in investment services. Bryan delivers custom, holistic solutions that fit an individual’s entire financial situation, understanding the importance of cash flow, the role of taxes, wealth preservation, and how legacy building and overall wealth goals factor into the creation of a comprehensive wealth plan.

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