Join Director of Client Support, Megan Pace, for an informative client education session to learn how to navigate your client portal.
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Event recording from September 18, 2023.
Partner and Director of Client Support, Megan Pace, introduces the Schwab Alliance platform and shares several important
Important information about the Charles Schwab transition.
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If you have any trouble relinking your outside-held accounts, please reach out to the Client Portal team at portal@affiancefinancial.com.
