How to Start Using Client Access | Phillips Financial

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How to Start Using Client Access

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage.

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage. When you click it, you’ll be able to set up a username and password and then you’re in. Want a little guidance getting started? Watch this 1-minute video and see exactly how to get access to all the details of your account and online tools that can help bring your financial plan into focus.

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