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Questions about your RegentAtlantic Portal?
Here are some helpful tips for navigating.

How do I retrieve my log-in information? (Username and password)

Please contact your team’s analyst if you forget your username. (See all analysts’ contact info at the bottom of this page) Click on “Recover it here.” if you forgot your password.

How do I change my password?

You can change your password by going to the “My Profile” dropdown menu at the top right of the main screen (hover your mouse over your name.)

How do I view my different individual accounts?

If you are viewing your complete portfolio or one account, and want to see another individual account like an IRA, there will be a dropdown menu at the top of your page that has the name of the current account you are in. Click on this dropdown menu and it will have the option to view any of your individual accounts – simply click on the account you wish to view next.

RegentAtlantic Portal screen

 

How do I view different reports on my portfolio and accounts?

If you are viewing your complete portfolio or one account, and want to see additional reports such as Performance Detail, Asset Allocation, Capital Flows, or Realized Gains/Losses, you can select these reports by clicking the selections highlighted below.

RegentAtlantic portal account

How do I post a document to my portal?

Log on to your portal. Click “Vault” in the Documents tab on the top blue banner. Under “Actions” click on “Post Document” and select or drag files in the “SELECT OR DROP FILES HERE…” window. You can drag a file to the window, or select a file and click on “Open” then click on “Post.”

File upload screen

Dual Factor Authorization

We have enabled Dual Factor Authorization on our Client Portal to enhance the security of your account information. Dual Factor Authorization works one of two ways – either by setting up 3 challenge questions to verify your identity or via a text message to a mobile device.

By setting your computer and/or mobile device as a trusted device (Check the box next to “Remember me on this computer”) you can prevent from having to go through the dual factor authorization each time.

Advisor view

Dual Factor Authorization

Who is my Regent Atlantic Portal contact at RegentAtlantic?

Your contact is the analyst on your team. Find your Wealth Advisor below and note the name and email address next to their name to find your contact:

Wealth AdvisorRegentAtlantic Portal contact
Brent BeeneJerry Korey: jkorey@regentatlantic.com
Barbara BilelloMike Pappachristou: mpappachristou@regentatlantic.com
Jeffrey BoyerWill Vaughan: wvaughan@regentatlantic.com
Jim CiprichMatt Mignon: mmignon@regentatlantic.com
Chris CordaroMatt Mignon: mmignon@regentatlantic.com
Lesley DraperMike Pappachristou: mpappachristou@regentatlantic.com
Brian KazanchyPeter Sikorski: psikorski@regentatlantic.com
Matt MastersonJerry Korey: jkorey@regentatlantic.com
Jane NewtonPeter Sikorski: psikorski@regentatlantic.com
Chad O’BrienJerry Korey: jkorey@regentatlantic.com
Jim ReillyMatt Mignon: mmignon@regentatlantic.com
Abigail RosenWill Vaughan: wvaughan@regentatlantic.com
Bryan SmalleyMatt Mignon: mmignon@regentatlantic.com
Jim SonnebornJerry Korey: jkorey@regentatlantic.com
Michael SteinerMike Pappachristou: mpappachristou@regentatlantic.com
Melissa WeiszWill Vaughan: wvaughan@regentatlantic.com

Data Management & Technology Liaison – Erika Tremper: etremper@regentatlantic.com

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