Check Out your New Portal: The Real-time Gateway to Monitoring your Portfolio

So what's the first thing that comes to mind, when you hear the word "portal?" Is it a 1960s Star Trek episode? Is it a sci-fi TV movie about time travel?

At McKinley Carter, we equate "portal" with a special service provided to our wealth management clients — it's an easy-to-use online gateway to monitoring your portfolio.

If you haven't explored your client portal yet, NOW's THE TIME! Exciting upgrades have been made that give our portal a fresh, new look that is easy to navigate and provides more functionality with customized performance snapshots that you want to see.

All portal enhancements will be rolled out in early February, but here's a preview of the "performance tiles" and available links to allow you to drill down deeper:

Besides providing portfolio updates, clients also use the portal to:

  • Securely transfer sensitive documents (which are best kept out of email for cybersecurity reasons)
  • Safely store permanent documents for ease of reference (tax returns, wills, trusts, etc.)
  • Look at an uncluttered, easy to understand view of their investment information, including timely snapshots (in tile format as shown above), as well get easy access to various investment reports that show holdings, gains and losses, and overall performance.   
  • Provide their CPA with secure tax-related information for tax planning and preparation. Talk to us about this feature!
For those clients who actively using the portal, the change will be seamless, and the new functionality will automatically appear when you login. If you are new to the portal, your client coordinator or advisor are just a phone call away and can guide you through the three simple steps to establishing your login. In just 5 minutes you will be on your way!