Play Video
Follow these steps to access your Client Portal:
- Click on the link in the email invitation sent to you by your broker
- Create your Finaeo account
- Verify your email with the 6 Digit verification code sent to you after you sign-up
- Log in on your Client Account
Once on your client account, you will be able to start and complete FNAs as well as view and share your compliance documents and notes with your broker.
