Red Feather Financial uses a secure cloud-based software called Actionstep to manage your financial matter. Actionstep has a feature called the Portal which is a secure area that allows our clients to access information related to their financial matter. This portal can be used by you to upload any documents we might request. It can also be used by us to place documents that you may download to review. Before you can access the portal, you will need to set up an Actionstep account. Instructions for doing so are provided here.
If we haven’t already offered to set up your client portal, please ask any team member to assist you.