Archetype Client Portal
Archetype Wealth Content Team | June 14 2017
We wanted to let you know about your new and improved Client Portal. This little "Client Login" feature at the top of each page on our website offers big benefits for your family.
Easy Access in One Place
Your Client Portal lets you see your investments, your financial plan, your money movement, and your key financial documents all in one place. And it's super easy to use from any device including your smartphone, tablet, or computer.
Email from Black Diamond
We may have already sent you an email [from our partners at Black Diamond] inviting you to set up your password and security questions. If not, please send us an email and we will get that email to you asap. And then - boom! - you'll have secure access to your Archetype Client Portal. From then on, you will simply click “Client Login” at the top of our homepage.
Once you're logged in, you’ll see your account information, including details like asset allocation, performance, activity, and much much more. You can view all of this information on a consolidated or account-specific basis.
It's super easy to get set up with your Archetype Client Portal and we're here to help walk you through the process whenever you're ready. The first step is for you to receive the email from our partners at Black Diamond. The link in that email activates your Archetype Client Portal.
Take a look around and feel free to use our secure online vault to store your family's important financial documents like your wills, your family trust, your financial Blueprint, and my favorite - your Family Wealth Letter of Intent.
Family Wealth Letter of Intent
My Family Wealth Letter of Intent outlines What Matters Most to me and Connie. Clearly communicating our needs, wants, and wishes to our family before the unexpected happens is an important element in our Family Wealth Plan. We can help you create your Family Wealth Letter of Intent. Your family, and your Team of Advisors, should clearly understand what matters most to you. Your Client Portal provides a safe, secure, and easy way to communicate What Matters Most.
Clarity, Confidence, and Contentment
Our goal is to give your family more clarity, confidence, and contentment in your financial life. Having confidence is about understanding your complete financial picture, and allows our team to provide better financial planning advice for your family.
Want to see your entire financial picture in one place? No problem. After you log into your Archetype Client Portal, send us an email to let us know you want to connect your other financial institutions so that you have a complete and up-to-date snapshot of your entire financial life - all in one place.
Thanks for Your Business and Your Trust