(Webinar Recording) Client Education: Navigating Your Client Portal

Steve Lear |
Categories
Client Education
Videos

Join Director of Client Support, Megan Pace, for an informative client education session to learn how to navigate your client portal.

Learn how to:

  • Access your Plans of Action anytime, anywhere
  • Navigate your account information
  • Find and use your document vault
  • Download important documents and make the most of your secure financial hub

If you have any questions, please reach out to the Client Portal Team at portal@affiancefinancial.com.


As a client of Affiance Financial, LLC, you may elect to participate in the portal access portion of our services. This access allows you to view certain investment-related information provided by Affiance Financial and unaffiliated third parties. The portal is password-protected and offered to clients free of charge.

The portal is a secure website designed solely to provide you with access to information specific to your account. You should not share your password with anyone. Affiance Financial is not responsible for any adverse consequences resulting from your failure to maintain the confidentiality of your password.