Nov 12, 2021 Changes Coming in Early 2022 to Your Financial Portal
We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience.
Here’s what you can expect:
- A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to provide you with a sleek, modern experience.
- All Your Data: Connect all your financial accounts, including outside accounts not managed by us, to see your entire financial picture. Keep up to date views on assets as well as income. Securely store and share documents. Any data and documents you may have entered or accessed in your existing financial portal will still be available once we upgrade.
- The Same Credentials: Your login credentials, as well as the link you use to access your portal, will remain the same.
Keep your eyes open for future news and tutorial.
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