After system login has been verified, one of the eleven available portfolio views will be available. For easy navigation, a toolbar is presented as part of each view. When the "Help" area is accessed, the following view will be presented. You may click on any of the underlined topics (Navigation) and the information regarding "Navigation" will be displayed. Complete instructions for usage of all areas listed are available. To exit the "Help" area, please click on the "X" button in the upper right hand corner of the screen. Please take advantage of this user-friendly instruction format.
Please review this documentation thoroughly prior to using Client Portfolio Access so you may take full advantage of all the features offered.