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Fund Manager 2016 for the PC is required to use the Client Portal

To Get Started:

  1. From within Fund Manager on your PC select "Options / Mobile/Web Access / Account Settings..." to create an account.
  2. From within Fund Manager on your PC select "Options / Mobile/Web Access / Upload Data" to make your data available to the Client Portal.
  3. Log into the Client Portal with the account settings you created in step 1.

See Also: Mobile/Web Access Tutorial

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