A little more than a week ago, we rolled out a major upgrade to client portfolio reporting capabilities. People who have signed on to the client portal really like the new, user-friendly reports.
Also, we have heard some frustrations with the login process. It requires two-step verification, which means you need to enter a code that is texted to your cell phone. While this is a bit clumsy, it boosts security to a level we feel is appropriate.
If you have not done so, please log into your new secure portal. Once you set it up, you will have access to your portfolio reports and a secure vault to foster collaboration with your adviser.
You can log in using the link in the email we sent or from our website:
www.golden-trail.com - Client Login.
We encourage you to call us and let us walk you through the login and give you a tour of your reports. We are here to help with any questions or issues.