How do I navigate between screens in Client Portal?

You can navigate through Client Portal several ways:

  • Click an item in the top menu to go to that page (Home, Portfolio, Trade, Research, Transfer & Pay, Performance & Reports, Education).
  • Click the User menu (head and shoulders icon in the top right corner) to access Settings (for Account Settings or User Settings).
  • Click the Get Help menu (question mark icon in the top right corner) to access Quick Support and Customer Service Tools.
  • Within a page section, click the arrow in the upper right corner of the section to go directly to that page.

Additional Information 

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