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