Click on the video for a tutorial on how to use the online client portal on a personal computer. The client portal is a secure, private website that provides you with a customized view of your entire net worth in one place. Either in aggregate or by account, the portal provides information on your account balances, performance, allocation, cost basis, risk, and holdings updated daily. There is also a secure vault, which is a great way for us to securely share documents with each other.
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