Highlights of whats available within the client portal app: • Managed account summary: Aggregate and individual account level holdings and performance over time • Financial plan - Access to your financial plan – updated with real-time account values. • Reports – easy to understand performance reports • Document Vault – a secure and simple way to get documents to and from our team. Managed account tax documents and statements can be placed here automatically • Credit & Identity Monitoring – via support from Experian, this helps to monitor: financial accounts, loans, address changes, SSN tracing, and dark web monitoring