Client Portal
For assistance or additional questions please reach out to your Wealth Management Advisor.
Registration
![](https://atlaspwm.com/wp-content/uploads/2020/01/website-registration.png)
Website Registration
In this userguide, we will demonstrate how to register your website in a few simple steps!
![](https://atlaspwm.com/wp-content/uploads/2020/01/password-reset.png)
How to Reset My Password
This userguide will walk you through the steps to reset the password to your Personal Financial Website.
![](https://atlaspwm.com/wp-content/uploads/2020/01/mobile-experience.png)
Client Portal Mobile Experience
With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are.
Security
![](https://atlaspwm.com/wp-content/uploads/2020/01/safe-secure.png)
Security
Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.
![](https://atlaspwm.com/wp-content/uploads/2020/01/2-factor-rsa-2.png)
2-Factor RSA
This guide will outline the 2-Factor Authentication integrated in your Personal Financial Management Website!
Tools
![](https://atlaspwm.com/wp-content/uploads/2020/01/vault-overview.png)
Vault Overview
The Vault feature of your Wealth Management Portal allows you to safely and securely store important
documents and files.
![](https://atlaspwm.com/wp-content/uploads/2020/01/mobile-upload-to-vault.png)
Mobile Upload to Vault
This training guide will show you how to upload files into your Vault from your Mobile Personal Financial Website.
![](https://atlaspwm.com/wp-content/uploads/2020/01/vault-checklist.png)
Vault Checklist
With unlimited secure document storage, you can organize and protect your most important documents.
![](https://atlaspwm.com/wp-content/uploads/2020/01/organizer-overview.png)
Organizer Overview
In this guide we will walk you through the features of your Client Site Organizer.
![](https://atlaspwm.com/wp-content/uploads/2020/01/goals-overview.png)
Goals Overview
This training guide will walk you through utilizing the Goals feature available in your financial portal.