Fund Manager 2016 for the PC is required to use the Client Portal
To Get Started:
From within Fund Manager on your PC select "Options / Mobile/Web Access / Account Settings..." to create an account.
From within Fund Manager on your PC select "Options / Mobile/Web Access / Upload Data" to make your data available to the Client Portal.
Log into the Client Portal
with the account settings you created in step 1.
Mobile/Web Access Tutorial
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