Client Financial Organizer How-To-Guides February 26, 2018by Jaime Quinones, CFP® Client Financial Organizer How-To-Guides Sign Up To Receive a FREE Pre-Retirement Guide Overview Client Site Overview Client Onboarding Overview Mobile Site Overview Site Security Overview Mobile App Creating a bookmark on a Samsung android device Creating a bookmark on an iphone Accounts & Connections Account Aggregation Overview Adding Accounts Accounts & Connections Troubleshooting Budgeting & Spending Spending & Budgeting Overview Hiding Duplicate Spending Transactions
