HOW TO USE THE WEALTH MANAGEMENT SITE
Welcome to your personal financial website, your comprehensive Wealth Management Site
Organize your financial life with a consolidated view of all your accounts maintained with us and elsewhere. Work directly with the team at Concord River Financial to set budgets, create "What if?" scenarios, and develop a financial plan to assist you in the pursuit of your financial goals.
Resources Available to Assist You
- Client Site Security
- Client Site Security Video
- Client Site Security 2-Factor Authorization
- Website Registration Process
- Adding Accounts
- Budgeting Tool
- Spending & Budgeting
- Hiding Duplicate Spending Transactions
- Setting Alerts
- Creating Bookmark on Samsung Android Device
- Creating Bookmark on HTC Android Device
07/18