Client Portal Training Webinar
For those who were unable to attend our live training webinar in July, we’ve recorded a demonstration of our new client portal. The recording can be accessed here: http://tciwealth.com/tci-client-portal-training-webinar/.
The recording lasts just under 27 minutes and covers:
- Password requirements
- Logging in
- Navigating the site
- Understanding the list of accounts
- Customizing the dashboard
- Accessing reports
- Viewing and posting documents
If you have any trouble accessing the recorded webinar, please contact us to discuss an alternative training method.
As always, please let us know if you have any questions.