Make the Most of Your JLB Client Experience Portal
It’s that time of year again! New Year’s resolutions are being made, gym memberships are getting renewed, and we’re all looking for ways to make life a little better. This year, we’d like to suggest one resolution that doesn’t require a treadmill, a new diet, or even much effort: get more financially organized with your JLB Client Experience Portal.
Many of our clients are already enjoying the convenience of the portal, and if you haven’t explored it yet, there’s no better time to start. Designed to make managing your financial life easier, the portal puts important information right at your fingertips. You can conveniently access account details, statements, and JLB invoices, plus link external investment accounts to see more of your financial picture in one place. Less searching, more simplicity! To learn more about the JLB Client Experience Portal, please watch this video.
One feature we especially encourage you to explore is the JLB Vault. Think of it as your secure digital filing cabinet, shared with your JLB team. Need to find a Schwab statement or semiannual invoice? Looking to securely send us a document for review? The JLB Vault makes it easy to access and exchange important financial information without relying on email attachments.
So, here’s our challenge for the new year: take just five minutes to log into your JLB Client Experience Portal and explore! Familiarize yourself with its features, check out the Vault, and see how it can help simplify your financial life. And if you haven’t activated your account or need a little guidance, we’re always happy to help.
Start the New Year More Organized!
Your JLB Client Experience Portal is ready for you. Make this the year you take full advantage of the tools available to help you stay informed, connected, and organized.
Log In to Your JLB Client Experience Portal
Need help accessing your portal? Contact your JLB team. We’re here to help!
Disclosure
Any views and opinions expressed in this article are those of JL Bainbridge & Co., Inc. and are subject to change and reflect our judgment as of the publication date. This content is for general educational purposes only and should not be considered personalized investment advice. Specific recommendations and investment advice are only provided to clients pursuant to a written advisory agreement.
JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our ADV part 2A Disclosure Brochure, Privacy Notice, and Relationship Summary (Form CRS) at www.jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058.
Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results. BLG/LTR26