WELCOME TO YOUR PERSONAL FINANCIAL PORTAL. Return to Main Menu 1

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1 WELCOME TO YOUR PERSONAL FINANCIAL PORTAL Return to Main Menu 1

2 Accessing your account for the first time 1. Follow the link in the you receive 3. Answer 3 security questions 2. Set your password 4. Agree to Terms of Use Return to Main Menu 2

3 Stay Connected to Your Financial Picture Home Page An overview of pertinent account information Pg. 4 Portfolio A dynamic view of your entire portfolio Pg. 6 Vault A way to easily track and share your important financial and legal documents Pg. 15 My Accounts A detailed list of your accounts Pg. 17 Login Questions Helpful hints Pg. 20 Mobile App Download Link to download the Argent app Pg. 21 Return to Main Menu 3

4 Home Page When you log in, you ll see your personalized home page. Across the top, you have quick access to the other pages of your portal. Your accounts and total portfolio value are listed front and center. Next to your accounts, you ll also find your top holdings for quick reference. You can stay connected to your financial team with clickable links to phone numbers, s, and office locations. You can also quickly contact your Advisor while on the go. In addition, your Argent team can send you communications and updates all directly within the portal. Return to Main Menu 4

5 Home Page View notifications from your advisor Quickly view your accounts as an aggregate total or grouped by category Update your account settings Communicate or schedule an appointment with your financial team directly View your top holdings at a glance Return to Main Menu 5

6 Portfolio The Portfolio dashboard provides additional details about your portfolio. The dashboard gives you a dynamic overview of your portfolio, with categories of information called performance cards highlighting key aspects of your portfolio. Clicking on the title of each card provides more detail about that category. Using the drop-down menu from the main Portfolio link allows easy switching between cards. All of this is completely customizable using filters to select specific date ranges, portfolios, or accounts. Return to Main Menu 6

7 Portfolio Run Reports directly from your portal Change your portfolio or filter for specific accounts Update Supervised and Performance Return settings Return to Main Menu 7

8 Portfolio: Allocation View the composition of your portfolio by asset class Hover to view grouping level allocation detail Toggle your view between a single day snapshot and a drift chart for allocation over time (Consolidated View) Change the data grouping from the dashboard or the expanded card (Expanded View) Return to Main Menu 8

9 Portfolio: Activity Summary View activity and changes in your portfolio or account balance Hover over graph to view net addition and market value information for a specific date (Consolidated View) View breakout of additions and withdrawals See income and performance breakouts Toggle to view either summary detail or transactions (Expanded View) Return to Main Menu 9

10 Portfolio: Transactions View and filter the most recent transactions in your portfolio Filter by transaction (available filters are determined by your advisor) (Consolidated View) Sort column headers to quickly organize your transactions (Expanded View) Return to Main Menu 10

11 Portfolio: Gain Loss View realized and unrealized gain/loss information for your investments View your high-level gain/loss breakdown from the dashboard Sort column headers to quickly organize your cost basis information (Consolidated View) Expand and collapse the grouped sections (Expanded View) Return to Main Menu 11

12 Portfolio: Projected Income Review a snapshot of expected dividend and interest receipts Hover to view monthly dividend and interest detail The card displays total projected income for the selected time period, a breakout of projected dividends and interest, and a month-by-month bar chart (Consolidated View) Choose between viewing projected income for Next 12 Months or Remainder of Year View projected income at your grouped level (Expanded View) Return to Main Menu 12

13 Portfolio: Net Worth A holistic view of your assets, liabilities and net worth. View a summary of your assets and liabilities Change the Date Range to update the timeframe on the chart (Consolidated View) Hover to view monthly dividend and interest detail Expand to get more detailed information about the accounts and their categories (Expanded View) Return to Main Menu 13

14 Portfolio: Fixed Income Review a snapshot of fixed income holdings in your portfolio The card displays important statistics about your fixed income holdings. Options include Ratings, Maturity or Coupon Distribution graphs, and pie charts of the bonds ratings. (Consolidated View) Toggle between a summary page and analytical data associated with your fixed income holdings (Expanded View) Return to Main Menu 14

15 Vault Securely sharing and managing documents is key to working with your wealth management team. The Vault allows you to securely upload and organize important financial and legal documents. Through the Shared Folders option, you and your Advisor can share documents with each other. From the Statements and Reports folders, you have quick access to view reports created by your financial team. IMAGE Return to Main Menu 15

16 Vault Securely store documents/files, share items with your financial team, view generated reports and custodial statements Quickly edit, move or download your files as needed Drag and drop your files into the document space to upload Return to Main Menu 16

17 My Accounts The My Accounts page provides a detailed list of your accounts, both those held at Argent and any outside accounts that you may have added. See Adding Outside Accounts on page 19 for more information. Balances and statuses are viewable at a glance. Information may be expanded to show each account s details. Keep track of your accounts statuses and updates directly from your portal. Return to Main Menu 17

18 My Accounts Add outside accounts to view your entire financial picture from one secure location. See page 19 for more information. Click on accounts to view holding level detail Quickly see the status of your linked accounts and manage your account credentials Return to Main Menu 18

19 My Accounts: Adding Outside Accounts When adding an outside account, you will choose the institution that has a web address that matches the site where you normally log in. You will then follow the steps to fully authenticate the account. It often takes an overnight cycle for the outside account to populate. If your institution cannot be found, please let us know and we will work to get it added. This feature is available for most financial accounts with an online login, including bank accounts, mortgage accounts, credit card accounts, brokerage & investment accounts, retirement accounts, and more. Return to Main Menu 19

20 Login Questions How to access your account if you have trouble signing in Select Trouble logging in? on the sign-in page for help You will receive an with a link to access the site Follow the steps provided to resolve login issues Return to Main Menu 20

21 Mobile App Download Please click on the below link to download the Argent app for your device: Apple App Store Google Play Return to Main Menu 21