Instructions for Online Resources
Client Resources
Welcome to our Client Resources page! This page contains guides to help you navigate our systems and fully utilize the online resources we have available. If you need additional assistance, please do not hesitate to contact your Hefren-Tillotson Financial Advisor. Thank you for your trust and confidence in Hefren-Tillotson.
Signing into the Advanced Reporting Portal & Document Vault
This guide will walk you step-by-step on how to sign into the Advanced Reporting Portal & Document Vault for the first time.
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Advanced Reporting Portal & Document Vault Highlights
This guide provides a high-level overview of the Client Portal which will help you navigate through the various sections of the site.
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Advanced Reporting Portal & Document Vault Overview
This guide provides a walkthrough of the Client Portal which will help you navigate through the various sections of the site.
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Posting to the Client Document Vault
This document will help explain how to post to the Document Vault, which will allow you to share important documents with your advisor in a secure setting.
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Prospective Client Portal – Secure Document Vault
This document will help explain how prospective clients can post to the Document Vault, which will allow you to share important documents with an advisor in a secure setting.
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Advanced Reporting Portal & Document Vault Video Overview
This video will provide an overview of the Client Portal & Document Vault which will help you navigate through the various sections of the site.
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NetXInvestor – First Time Login
This guide will walk you step-by-step on how to sign into the NetXInvestor for the first time.
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NetXInvestor – Forgot/Reset Password
This guide will walk you through a password reset on the NetXInvestor website.
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NetXInvestor – eDelivery Setup
This guide will walk you step-by-step on how to set up or update eDelivery options on the NetXInvestor site.
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