Life Hub Client Portal Tutorial

welcome this video will give you an

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overview of the life Hub client portal

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after you log in you will first be taken

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to your main household life Hub page

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from the life Hub page you can quickly

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click any section of your plan to

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highlight that specific section if you'd

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like to expand to view the plan all on

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one page you can click the icons at the

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top here to fully expand your plan and

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scroll down to see all your

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inputs in the middle section you'll also

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have the life Hub timeline here where

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you can quickly click to any year of

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your plan highlighting how your plan may

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change along the way you may also notice

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your milestones at the top that will

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reference any important dates or

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Milestones that you have coming up like

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when your salary may end when you may

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start retirement maybe when you're

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paying off a mortgage or maybe when your

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partner starts retirement or even when

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your Social Security benefits will begin

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when you highlight over a milestone you

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can click below the Milestone to go

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right to that

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year if your adviser has given you full

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permissions to add or make edits you can

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quickly press add new to add any inputs

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into your plan or if you'd like to make

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any edits to those existing entries you

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can quickly click the entry here the

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inputs will open on the right and here

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you can quickly make your change and hit

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save if

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needed if you'd like to go into your

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full household information to double

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check or make any edits you can click

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the pencil icon here and that will take

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you to your full household inputs where

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you can click any

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section of your plan and make those

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edits once you're done you may want to

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hit finish or finish and go back to life

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Hub next you'll also see that you have a

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few sections on the left that you can go

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and view more details of your plan first

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you'll see your main dashboard here you

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can quickly analyze your projected

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balance at your retirement date your

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spending capacity as well as view your

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cash flows and if you scroll to the

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bottom you can open up your cash flow

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tables with your cash flow sections you

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can first look at your income

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sources or your expense details or even

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your

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taxes with your projected balance you

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can click view more to highlight and go

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into more detail as far as what's

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driving your total portfolio balance if

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you're retiring in the future you'll

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notice that first you can see your

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current balance and then that projected

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balance at retirement

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and then with your spending capacity you

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can click view more on that spending

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capacity and see all the income sources

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that's driving your total spending

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capacity the last section you'll see

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here is your balance sheet that just

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gives you a high level net worth

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statement and if your advisor did create

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multiple plan scenarios you can click

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the plan scenarios at the bottom to view

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those plan scenarios you may also want

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to link outside accounts that your

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advisor can use in your plans to do so

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find your icon on the top

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right click the linked account section

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and then from there you can click Add

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accounts and then from there you can use

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the search button to search for any

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institution you'd like to pull from put

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in your username and password and then

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to close out and Link those

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accounts if you did link any accounts

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you may want to notify your advisers

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that those accounts have been linked so

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that way they can go into their advisor

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portal and pull those linked accounts

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into your household so that way they

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will become visible on your assets page

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here that's it thank you for viewing

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this video please reach out to your

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adviser if you have any questions