Segal is pleased to offer both personal and business portals to our clients. This process makes it much easier to send and receive documents to and from your Segal advisor in a way that is safe and secure.
When a portal is set up for you, you should receive a welcome email, inviting you to finish setting up your portal access. If you are expecting a portal to be set up for you but have not yet received the email, be sure to check your spam folder.
Portal FAQs
I have not received my portal information/access yet.
If you are expecting a portal notification but have not yet received one, be sure to check your junk/spam folder.
If you still have not gotten it within 24-hours, please contact us and a member of our team will ensure you get set up.
