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Client Walkthrough
This page is devoted to Walkthroughs and Instructions for our clients on a number of things, whether it be setting up BillPay or depositing checks into their accounts.
If you would still like assistance after reviewing these Walkthroughs, please don't hesitate to give our office a call!
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Charles Schwab - BillPay® Setup - To Setup the BillPay service offered from Charles Schwab.
- Payment Setup - This is a complete Walkthrough on how to setup your individual bills once you have setup the BillPay service. While comprehensive in nature, you can also jump to specific sections via the Section Selector in the lower-left.
- Direct Deposit Form - Instead of using voided checks, you can access the required information by following this Walkthrough.
- Writing Checks for Deposits - This PDF will show how to make out your check and ensure that your deposit is processed in a timely manner.
RFG - MyAccounts - Portfolio Reports Walkthrough - One of the valuable sections of our MyAccounts website, this brief overview will show you what information can be found under the tabs listed under this section.
TIAA-CREF - Premium Deposits - When either setting up Direct Deposit or sending a single check for premium into your TIAA-CREF policy, please use the following instructions to ensure that your deposits are routed correctly.
Wealth Management - Tour Guide Access - Our Wealth Management (WM) system is a very good at providing Walkthroughs for clients on how to navigate and change things throughout their WM page. Use this link to learn how to get to the Tour Guide.
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If you would like to suggest additional Instructions or Walkthroughs, please contact Trevore at Trevore@rfgweb.com. |
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