Instructions & Frequently Asked Questions (FAQs)
We offer our clients a virtual client portal to stay up-to-date with their investments, keep a record of their reports, and access relevant firm documents. The following questions are intended to help you with your initial setup and navigation of our portal. If you have any questions that are not covered below, please reach out to your advisor or our [email protected] email address.
Please note, you MUST log in using the link provided to you via email the first time.
You will only be able to log in through this link if you have previously set up your password.
INITIAL SET UP
HOW DO I GAIN ACCESS TO THE CLIENT PORTAL?
- You will receive an email from Godsey Gibb Wealth Management [email protected] indicating an account has been created for you. Please do not respond to this email address, and instead, email us at [email protected] if you have any questions.
- Click the link to “Set New Password” within the email.
- The email expires after 72 hours, after which time the link will no longer work and a new set-up email will be required.
- You will be prompted to create and then confirm a password for your Client Portal account.
- The password complexity requirements are stricter than you will typically find for other accounts, so bear in mind that your typical password may not work here.
- We can’t specify the password for you, nor can we see your password, but we can prompt the system to reset it and send you a new link if you forget the password or are otherwise unable to access the Portal.
- You will receive a second email with a link to the Client Portal letting you know that your account is activated and ready for use.
- Log in using the personal email address to which you received the invitation and the password as specified in Step 3.
- Read the Terms of Use and click “I Agree” in the bottom right-hand corner.
Your portal set-up is now complete. You may now access the Portal any time you wish for an up-to-date view of your accounts as well as to access communications from Godsey & Gibb (found in the Documents tab along the top).
I NEVER RECEIVED AN EMAIL TO SET UP MY PORTAL. WHAT SHOULD I DO?
If you did not receive an email from [email protected] (and it is not in your spam folder), please contact your wealth advisor, your client services representative, call our firm, or email us at [email protected]. Our team will send you a new email to register for your client portal. Please note, that the link in this email is only valid for 72 hours. If you do not complete the set-up in 72 hours, we will have to send you a new set-up email.
I RECEIVED MY EMAIL, BUT THE LINK TO SET UP MY PORTAL IS NOT WORKING. WHAT SHOULD I DO?
The link to set up your portal are only valid for 72 hours. If there is a technology glitch, or your link is expired, please reach out to our team to send you a new portal set up email.
GENERAL QUESTIONS
IS THE CLIENT PORTAL SECURE / IS MY INFORMATION SAFE?
Our client portal is through Envestnet Tamarac (a third party). You can read more about their data promise by clicking here. or about their privacy policy by clicking here.
In addition, we take pride in acting as stewards of your data, to ensure that regulatory compliance and general best practices are met. Our procedures are reasonably designed to protect the security and confidentiality of your information. This includes limiting access to required individuals and entities, sharing data securely, and verifying the quality of data that we store. Furthermore, employees are also required to have password-protected user access to our computer files, regular training, and to adhere to all confidentiality policies and procedures. Employees and third-party providers that we partner with follow these basic principles. If you have additional questions regarding our data security at the firm or through your client portal, please reach out to us at [email protected].
I RECEIVED A NOTIFICATION THAT A REPORT IS AVAILABLE, BUT I DO NOT SEE IT WHEN I LOGIN. WHERE DO I FIND IT?
Once you have successfully logged into your account, you’ll see options across the top of the screen, including “Accounts,” “Reports,” “Documents,” and “Service Team”. Hover over “Documents” and then click on “Vault.” You will then see a list of documents we have uploaded for your review, and any newly posted documents will show in bold.
I SEE SOME INFORMATION ABOUT ACCOUNTS THAT HAVE BEEN CLOSED. WHY DO THEY APPEAR HERE?
Closed accounts are bundled in with your active accounts to keep a historical record of your assets and their performance, even when the assets have moved to new accounts.
THE INFORMATION ON MY SCREEN SHOWS ALL OF MY ACCOUNTS COMBINED. CAN I SEE INFORMATION ABOUT A SPECIFIC ACCOUNT?
Towards the top of your screen, you will see a drop-down menu titled “Find Data For,” which will give you the option to see your accounts grouped together or individually.
Disclaimer:
This page is for clients only. The information contained on this page is for educational purposes and should not be substituted for personalized portfolio advice from Godsey & Gibb Wealth Management or used to guide investment decisions. For our full disclaimer, click here. Please note that our Client Portal is hosted through a third-party (Investnet Tamarac). When visiting the client portal, you will be leaving our site to access your information through theirs. Click here to access their privacy policy and click here here for their data promise. Please reach out to your advisor with any questions.