Client Portal Training Webinar

TCI Missy

Aug 25, 2014

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:

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.

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

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