Client Data Webportal
To get to your shared documents: www.box.com
How to Use Box.com Basics VIDEO with instructions on uploading documents
You can join our meetings here. Enter the 10 digit code provided in our email reminders or click on the link directly from our email.
We do NOT recommend connecting in a Starbucks or where it is noisy and a potentially has an unstable internet connection. Connecting to our meetings at work or at home are ideal. A stable and good internet connection is required for us to have a successful meeting.
Implementing Your Plan
How to Open and Transfer Accounts at Vanguard VIDEO, shows you how to use the Vanguard website and what information you will need to gather.