When your report is delivered, you will get an email from Adhesion Platform. The email will read as follows:
Subject: Trek Financial Group Quarterly Statement Available
Dear Client: A new report entitled “Trek Quarterly Report” has been prepared for you and is available for viewing. Please log into your portal by clicking the link below to view your report.
Once you have logged into your Client Portal, navigate to the folder icon on the left to see a list of the PDFs available to retrieve.
*Please note that the screenshots shown of the Client Portal are from a sample account created for demonstration purposes only. This sample account is being used for illustrative purposes only and does not represent actual client experiences or outcomes.