Webinar: Bouchey Client Portal Tutorial

We pride ourselves on providing educational opportunities for our clients. This month's webinar, hosted by Samantha and Katie, is a tailored walk-through of the Bouchey Client Portal to show you how to navigate and process all of the available information.

We will cover:

  • The Portal Dashboard
    • Asset Allocation
    • Account Performance
    • Capital Flows
    • Holdings
  • Available Reports
  • The Secure Document Vault
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