Administration
OVERVIEW
Navigate to internal files or each clients documents by clicking below where you will be prompt to sign in. Once entered in a client folder, you have two options to either view documents which acts just as DropBox or Portal Charts where you can view and edit charts within each clients portal. Any changes here will be seen by the client.
Client Account Update
OVERVIEW
To update any client account such as New Account Openings, Specialty Transactions, Insurance Policies or Contributions, please follow the link below to do so.
In addition, any information or documents within the portal that you would like added or updated then please provide the details in the dropdown below.
Update Account
Fill out the form that applies.
Update Information / Document
If you would like any information or documents to be viewed by the client within their portal please provided details below.