How will I know when my quarterly reports have been uploaded on my client portal?
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.
Note that Quarterly reports are typically uploaded by the last business day following end of Quarter date.