Using the Client Portal System

By Schultz Collins Investment Counsel on June 28, 2023

This system was designed to securely deposit and share documents between you and our firm, as well as schedule meetings. Examples of documents to be deposited into the portal include new account documents with sensitive personal information, financial statements, trust documents, future trades to be approved and quarterly performance reports.  

Logging in  

1. From the Schultz Collins homepage, select the Client Log In link.  

2. Login with your username (your email address) and password. If one hasn’t been created for you, please contact your advisor.  

3. If you forget your password, you can request a new password with the ‘Forgot Password’ link. You will be sent an additional verification code to your phone to complete this process. 

Scheduling Meetings 

1. Once in the Portal, select your advisor’s ‘Contact’ drop-down and click ‘Schedule’. 

2. Select your meeting type.  

3. Choose a meeting length. 

4. Pick a date and time.  

5. Provide information and select ‘Done’.  

Navigating/Uploading to the Vault 

1. To access the Vault, click the ‘Vault’ link from the Portal menu. The Portal menu also will display your financial custodian.  

2. Once inside the Vault, select your Shared Files Folder.  

3. Click-into an appropriate sub-folder and select either ‘Upload’ in the center screen or the ‘New +’ button. 

4. Select the file to be uploaded and click ‘Open’. After the file is displayed in the folder, please notify your advisor. We do not receive notifications of any file changes.  

Downloading from the Vault 

1. Hover over the file you wish to download. Select the now-visible three dots (‘More Options’). After selected, click ‘Download’, choose the location you wish to download the file, and click ‘Save’.  

2. If you would like to view a file within Box, simply double-click on the file name. You can also download the file in the top right from the ‘Download’ button.  

For any additional questions or guidance on the Portal, please contact your advisor.  

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Disclaimer: Schultz Collins is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.  

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.  

All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Schultz Collins and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information, or for statements or errors or omissions, or results obtained from the use of this information. Schultz Collins and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice.  

This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates.