SmartView for Clients Course

SmartView for Clients is designed especially for your clients, giving them 24/7 access to view their investment assets and insurance policies online. SmartView for Clients offers detailed portfolio summaries where users can view holdings and transactions directly from their accounts.

For SmartOffice Administrators

Learn how to set up SmartView for Clients, create a SmartView for Clients user account for the client, share information and upload documents.

For Clients

Learn how to sign in to SmartView for Clients, group and organize your investment and policy information, upload a document to share with your agent or advisor, verify personal information and change your password.