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Upcoming Events

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

The Power of the Client Account Portal with Envestnet: More than Monthly Account Statements
January 27, 2021, 11:00 AM - 12:00 PM

Learn to navigate the Client Portal and the powerful reporting options to track and integrate your entire portfolio.

The goal of this power webinar is to introduce you to a new Client Portal Experience. During this webinar we will 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


Registration is required. There is no cost to attend.

The session will be held as a Zoom webinar.

Upon registration, you will receive an email confirmation with the webinar link.

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.

Register Today

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