Broker Check
11 June
What do I do with all these websites and portals?! Webinar

Description

Please join David Treichler, Financial Advisor: AIF, CFP®, CLU for a FAQ webinar about the Arabella Wealth Advisors website and logging into Client Portals. A few of the covered topics include:

  • Where to find Upcoming Events
  • What can be done on the Charles Schwab Alliance Portal
  • Logging into Pershing
  • Looking at all of your accounts on Albridge

Date and Time

Tue, Jun 11, 2024

5:30p - 6:30p EST

Location

Zoom Meeting

Note

Once you register, you will receive the link to the meeting.

PT1H

Event Registration