Client Portal Tutorial

welcome this video will give you a walkr

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of the income lab client portal once

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your adviser gets you invited to the

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client portal and you set up your

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password and login you'll first start at

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the main life Hub page inside life Hub

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you can see your plan and use the

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timeline to see your plan every year

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along the way you'll have three sections

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here at the top at the main section here

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you can quickly click each individual

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section for example here to view just

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your investment accounts or you can

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click each of these sections at the top

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to expand your plan and to view it all

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on one page you'll also notice on the

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timeline that important Milestones will

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be visible so as you hover over the top

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you can highlight when you're retiring

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when your Social Security

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starts or even when your mortgage is

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paid off or any special trips or

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expenses you may have planned along the

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way on the left side here you can click

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the button up top to go to your main

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plan dashboard here you can quickly

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review your plan for this month you can

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see your current balance or your

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projected balance if you're retiring in

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the future your spending capacity as

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well as your guard rails and then you

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can click view more to expand into each

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of these sections to get a deeper look

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on your assets get a deeper look on your

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spending capacity so highlighting where

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that income is coming from how much is

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coming from Social Security any other

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income like pensions and then how much

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is coming from portfolio draws you can

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also click view more on the guardrails

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to see more of your guardrail

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information and hover to see those

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details in your household plan here you

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have a few section like your cash flows

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and then with your cash flows you can

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hover over the

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table you can hover over the chart or

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click show table to view the table

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below the other sections you'll have in

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your client portal will be your

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retirement stress test where you can see

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the result stress testing your plan

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through different historical

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scenarios you can see the tax lab

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here in the tax lab you can quickly see

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the results of different Tax Strategies

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like Roth conversions for example if

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you'd like to review all the strategies

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you can click edit to see all that

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information

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here next below that you'll see your

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balance sheet here you can see a simple

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net word statement below you'll see your

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plan scenarios this is if your adviser

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has created any plan scenarios for you

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here you can quickly click into those

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sections to view those scenarios or see

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them at a high level from this page and

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the last tab you'll see is your

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household reports where you can view and

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access any reports your advisor would

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have made available for you through the

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advisor

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portal depending on the level of access

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that your visor given you you may be

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able to even make edits or inputs inside

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life Hub to do so you can click the view

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button at the top or the pencil icon if

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you do have the edit access

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with the view only access here you can

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see all the inputs your adviser has made

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but you will not be able to make any

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edits if you'd like to have the edit

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access you can always reach out to your

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adviser to go ahead and give you that

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access in addition you may also want to

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link any outside accounts into your

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client portal that your adviser can put

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into your plans to do so you'll click

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your icon in the top right here click

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linked accounts and there you can go and

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add click Add accounts to open up the

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yle integration

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this will then allow you to search any

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institution that you have put in your

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username and password save and then add

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that as a linked

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account it's important to note once your

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accounts are linked you do want to reach

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out to your adviser let them know you've

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linked those accounts and then from

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their advisor portal they can go ahead

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and pull those accounts into your income

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lab plan and then you'll see them under

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your assets tab for

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example that's it we hope this helps

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please reach out to your adviser if you

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have any

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questions