23
June
Online Access & Paperless Statements
Description
I have had a lot of clients requesting help with setting up online access to their accounts. Even more want to cut down on physical mailings in exchange for electronic statements and documents. I'm here to help!
In this online class I will be demonstrating how to...
- Setup your Cetera Investors online client portal through AdviceWorks
- Manage what you want mailed to your home and what you would prefer sent by email
- Track your investments
- Access online documents
Date and Time
Tue, Jun 23, 2020
12:00p - 12:30p EST