Client View Video Guides

Welcome to the PFA video Client View library! These short on-demand videos are designed to help you learn the features and functionality of PFA's Client View portal. Click on the title or the play link next to your choice to view the video. 

 

Video Description
Time
Link

Overview

 This video introduces the home tab and the dashboard.
5:10
Reports Discover how to view reports from the Reports tab.
3:00
Accounts See what the accounts tab has to offer.

0:56
Documents Part I Learn how to view, print, and save documents.
3:15
Documents Part II You can upload documents for PFA. Here's how to do it.
1:21
Retrieving and Changing Passwords Learn how to retrieve a forgotten password and how to change your password through Setup.
1:33



Pinnacle Financial Advisors, L.L.C
11000 Lincoln Drive West, Suite 8
Marlton, NJ 08053
800-504-5040

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UPDATED 1/15/2011
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