Client Portal: Frequently Asked Questions

ADVENT

Note to clients: Everything you need to know about our client portal is detailed here, please read the following frequently asked questions before contacting Advent's office for help.

After reading these FAQ's if you still need help please contact our office during business hours, Monday-Friday, 9am-5pm.

Account activation

How to activate your account

Click/tap here if you didn't receive the client account activation email

Basic how to's

How to sign in to your account

How to sign out of your account

How to access your dashboard

How to view your statements

Questions about statements?

When will monthly statements be ready to view?

When will annual statements be ready to view?

What is a property code?

What format are my statements in?

Seeing a grey screen when you open your statements?

Need a PDF Reader?

Download Adobe Acrobat Reader here

Know your password and want to change it?

How to change your password

Forgot your password?

How to request a new password while signed in to your account

How to request a new password while signed out of your account

Client Portal Cancellation Policy

Statement download timing policy

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