Introducing Our New Client PortalJune 2, 2022| First County Advisors
First County Advisors is excited to announce the upcoming launch of our new online client portal. The new portal will provide you with an improved user experience and enhanced functionality. Some of the many new features that will be immediately available include:
- A customizable dashboard and home page so you can create your own dynamic overview of your portfolio and monitor what matters to you through external links to market information and news feeds.
- Tailored reporting can be generated from your dashboard that filters accounts, date ranges and other data.
- Contact links so that you can reach your financial advisor directly from your home page to stay connected and informed.
Quick Start Guide
STEP 1:
You will receive a “New User Setup” email similar to the example shown here. This email will come “from” First County Advisors and a “no reply” email address of [email protected].
Included in this email is a link to set up your account. Please click on the “Set Up Account” button or, copy and paste the full url into your browser. For security purposes, your setup link will expire after 7 calendar days. Should the link expire, please contact your First County Advisors Officer who will resend the email with a new setup link.
