Access your portal through the "Account Access" tab on our website and log in using your email and password. Once logged in, you will be taken directly to the Portfolio tab and an overview of your accounts, holdings, and values of your accounts.
Use the Cloud Storage page nested under the Documents tab to upload files to your portal and download any files put in there by an adviser. Choose the "upload files" option to upload documents directly from your computer.
Use the Statements tab to view and download any statements for your accounts. Select "Portfolio Statements" to view any current or past statements uploaded by advisers.
The Reports tab can be used to run any of the reports on your accounts that are listed on the left hand side.