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Huiting Wealth Management Group

How To - Client Access Videos

Setting Up Enrollment

Enrolling in Client Access is simple. Before you begin, you'll need your account number and data that confirms your identity.

Customizing Your Summary Page

View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you.

Setting Up Paperless Delivery

Stay on top of account updates with paperless delivery. It's secure, convenient and easy on the environment. 

Locating Documents

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.

Using Enhanced Authentication

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password.

Adding External Accounts

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts.

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