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
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
Questions about statements?
When will monthly statements be ready to view?
When will annual statements be ready to view?
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?
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