In this video, our very own Kyle Temple provides a clear overview of how to use the Mirus Client Portal and various custodian websites to manage your account documents and details.
What You’ll Learn:
- How to use the Mirus Client Portal (eMoney) for account information and documents.
- Instructions for managing electronic document alerts and preferences.
- Details on accessing accounts held at National Financial Services (Wealthscape), mutual fund companies, and City National Rochdale.