On February 12, 2018 you will receive an email from our partner firm, Loring Ward announcing that they are enhancing their core technology system. This includes a new online portal where you can view your accounts, quarterly performance statements, and trade reports. You will see "envestnet.com" referenced in the email notifications. Please review your spam filters to ensure you receive these new emails.
The portal will go live on February 12. You will receive another email that morning from Loring Ward with instructions on how to log-in — including a temporary password. Once you have logged in, you will be prompted to set up a new password.
This new portal is extremely intuitive and mobile optimized, meaning you can access your information from any device. The system also provides a document vault where we can safely store important documents such as tax returns, financial plans, wills, etc...
A mobile app is also soon to follow.
Please let us know if you have any questions.