Team

The Team section shows the people who support you and your accounts. This is where you can view contact information, understand roles, and quickly connect with the right person when you need help.

What you’ll find under Team

Depending on your relationship, you may see:

• Your primary advisor
• Associate advisors or relationship managers
• Client service associates
• Trust officers or banking partners
• Firm contact information

Each team member typically includes:

• Name and title
• Firm affiliation
• Contact details
• Phone and email links

How to access your Team

1. Log in to your portal.
2. Select Team from the main navigation menu.

Some portals may also include a My Team button near the top of the dashboard for quick access.

When to use the Team section

Clients often visit this section when they:

• Need to contact their advisor
• Have a question about an account
• Want to confirm who supports their relationship
• Need firm contact information

If you’re ever unsure who to reach out to, start with your primary advisor listed here.

Understanding roles

You may see more than one person listed. This reflects how your firm supports you.

For example:

• Your advisor may guide strategy and planning
• A client service associate may assist with account updates or documents
• A trust officer may support fiduciary accounts

All listed team members are part of your support structure.