Matt Hames, CTFA, explains how to search and filter your accounts for specific information you want to view. He also covers the types of accounts and account groups and how you can export a report for future use.
Matt Hames, CTFA, explains how to customize your dashboard in the Henssler Client Portal. He explains how to view reports for specific accounts and groups of accounts, how to view reports and how to rearrange the items in the order you would like to view them in.
In this video Matt Hames, CTFA, will show you how to log on to the Henssler Client Portal. Matt will walk you through setting up your email and password, bookmarking your login page, and how to navigate back to the portal in the future.
