Before client meetings, we provide Portfolio Appraisals. Portfolio Appraisals can be found in Account View one day before your scheduled meeting.
- DESKTOP: Log in to Account View with your username and password. You may be required to provide 2 step authentication to verify device (computer or mobile device) with 6 digit code via text or phone call
- From the Overview page, click on the far right tab at the top: Documents
- On the drop down menu click on My Files
- Find your most recent Portfolio Appraisal
- To download, click on the blue link under Document Name or select Actions on the far right; click on download to view
- MOBILE DEVICE: navigate from the home screen → Documents → My Files
For instructions with screenshots, view Documents on Account View.