What's new

The client portal has been rebuilt around one idea: showing clients what you actually do for them. Here's what changed:

• Upgraded investments — a performance-first landing with holdings, allocation, and full activity history.
• Restructured accounts — one net-worth picture with every account grouped by type, plus the option to add outside accounts.
• An Advisor hub ("Your team") — the client's team, their next meeting, and everyone you work alongside.
• Revamped tasks — everything you're waiting on the client for, in one place they can act on.
• A Library — shared materials and documents in one home.

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This guide is written for advisors — use it to walk a client through the portal in a meeting. Steps follow the client's point of view (what they see and click).

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Core workflows

1. Reviewing investment performance

The Investments page leads with performance — how the portfolio is doing, what's in it, and every transaction.

Where to find it: Sidebar → Investments

Show how the portfolio is performing:

1. Open Investments. The top card shows total portfolio value, today's change, and allocation.
2. Use the range selector (1M / 3M / YTD / 1Y / ALL) to change the time window.
3. The Morningstar Moderate Target Risk TR USD benchmark line overlays the chart for context.

   1. NOTE: If you’d like to turn OFF comparisons, you can do that in your advisor settings

      

Explore holdings:

1. On the Positions tab, use Group by (Holdings / Account / Asset class) to reorganize the table.
2. Search with "Search holdings…" or filter by security, asset class, account, or management.