Client Portal

|BCJ Client Portal
BCJ Client Portal 2018-05-18T17:33:06+00:00

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We are here to help you through the paperwork process. If at any point you need assistance please feel free to email our Service Center or contact your advisor directly.

Client Portal – Adhesion

The Adhesion Client Portal is the website which allows you access to all of your investment accounts that are with BCJ Capital Management.  Within this website, you are able to view asset allocation, investment holdings, transactions and account performance. We’ve partnered with Adhesion, a leading online service provider dedicated to independent investment advisors. All site credentials and sensitive client information are encrypted using the Advanced Encryption Standard algorithm (Rijndael) with unique 256-bit keys per user.  All master passwords are also encrypted with a different 256-bit global key. This means your data is safe and reduntantly backed-up.

While Adhesion is responsible for maintaining the infrastructure and security behind your client portal, we are responsible for the accuracy of your data and the content you ultimately see. We’ll never outsource our customer service. Therefore, if you have a question or run into a problem while using your portal, simply email us or give us a call. Forgot your password? You can reset it yourself online or call us to get it fixed.

IMPORTANT NOTE: For best speed, use internet browsers IE or Microsoft Edge to access your Client Portal.

Login to Client Portal

Why Client Portals?

Our goal behind offering client portals is to make your life easier.

  • Access your account information at any time of day in an easy-to-read format.
  • Run reports such as Capital Flows, Gains & Losses, and Recent Transactions.
  • Go completely paperless! Receive reports electronically.
  • Customizable dashboard allows you to suit the view to your liking.

Safety Tips

Follow these few simple guidelines for safe usage:

  • First you’ll receive an email with a temporary password, which you should change.
  • When creating a password, don’t use common words that can be linked to you.
  • If you receive an email that looks suspicious, don’t click on any links.
  • Always access your portal by visiting our website or via your own bookmark.
  • We will never email asking for your password. If you get such an email, call us!

Client Dashboard

Once you are logged in, on the left-hand side you will see the household and its underlying accounts.  You can view the market value and holdings at the household level or at the account level by clicking on the underlying account.

When looking at the holdings on the account level you can select them and view such components as:  recent transactions, asset detail, information on the holding and news.  On the right side, you will see a view.  From here you can view the household and account information by Type, Class, Sector, Subsector, Category and Asset.

To see which models and managers your accounts are invested in, on the right side of this page, click on the drop down and select “manager product”.

Once this section has loaded, expand the household to see the underlying manager products.

Performance

The Performance Tab will allow you to choose a custom date range for performance returns

Select “Account” as it is the standard view for performance.

Other Performance Options:

  • Class:                    Report on performance by asset class (no benchmark)
  • Category:            Report on performance by asset class (with benchmarks)
  • Account:              Report on performance by each account in the household
  • Household:        Report on performance at the household (consolidated) level
  • Manager:            Report on performance by equities, mutual funds, cash and fixed income

 

Accessing Quarterly Reports

When your report is delivered, you will get an email from Adhesion Platform. The email will read as follows:

Subject: WealthADV Alert:  Report available for viewing

Dear Marilyn:

A new report entitled ‘BCJ Quarterly Report’ has been prepared for you and is available for viewing.

To view this report, please follow these steps:

1. Click on the link below. If nothing happens when you click on the link (or if you use AOL), copy and paste the link into the address bar of your web browser.

WealthADV Platform
2. Click on the Reports Tab located in the lower pane. From there, you will find the new report in the Advisory Reports folder.

Thank you for using WealthADV.

Your Advisor
BCJ Wealth Management
6720 N. Scottsdale Rd., Suite 375
Scottsdale, AZ 85253
480.483.1510

 

When you log in, you will get a pop up that looks like this, you can click on the blue link titled “BCJ Quarterly Report” to view your report as a PDF.

 

You can access your report at any time by click on the report tab and selecting your quarterly report.

      

This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.