Customize Your View of Client Access | Phillips Financial

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Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it. Learn how to rearrange the order you see your accounts and rename them, too. Create a watch list of equities and mutual funds you want to follow. And learn how to create customized reports – all within Client Access.

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