Online Access to Account Documents & Details

Webinar Recordings
Written By Mirus Planning

In this video, our very own Kyle Temple provides a clear overview of how to use the Mirus Client Portal and various custodian websites to manage your account documents and details.

What You’ll Learn:

  • How to use the Mirus Client Portal (eMoney) for account information and documents.

  • Instructions for managing electronic document alerts and preferences.

  • Details on accessing accounts held at National Financial Services (Wealthscape), mutual fund companies, and City National Rochdale.

 
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