From any section within the Client Portal, you have the option to select your Profile Name in the upper right-hand corner of the screen to present a menu of available tools. Each option within this dropdown will be detailed below:
Profile Details
This section will allow you to view the primary contact information and address that your advisor has on file for you. If you notice anything that looks incorrect, select the Edit Profile Details button in the upper right-hand corner of the screen. This will invoke the below popup where you can enter the correct information and select Submit to send it to your advisor.
Advisor Info
This section will allow you to view the primary contact information for your advisor and firm.
Change Password
Selecting this option will invoke the below popup where you will have the ability to update your password if desired. You will be prompted to enter your current password once, followed by your new password twice, then click Submit to proceed with the update. Note that any new passwords must adhere to any password requirements (length, special characters, etc.) that your firm has in place.
Logout
Selecting this option will log you out of the Client Portal and redirect you back to the login screen.
