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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 analyst’s contact info at the bottom of this page)

How do I change my password?

Users can change their password under the “Setup” dropdown menu at the top.

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 Document tab on the top blue banner.

RegentAtlantic portal upload

Click Choose File.
Choose File on your Computer.
Click upload.

 

Dual Factor Authorization

We have enabled Dual Factor Authorization on our Client Portal’s 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 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 them to find your contact:

Wealth AdvisorRegentAtlantic Portal contact
Brent BeeneGerald Korey: gkorey@regentatlantic.com
Barbara BilelloCynthia Aiken: caiken@regentatlantic.com
Jeffrey BoyerPeter Sikorski: psikorski@regentatlantic.com
Jim CiprichMike Pappachristou: mpappachristou@regentatlantic.com
Chris CordaroMike Pappachristou: mpappachristou@regentatlantic.com
Lesley DraperAlex Coriddi: acoriddi@regentatlantic.com
Eric FureyPeter Sikorski: psikorski@regentatlantic.com
Brian KazanchyAlex Coriddi: acoriddi@regentatlantic.com
Matt MastersonGerald Korey: gkorey@regentatlantic.com
Jane NewtonAlex Coriddi: acoriddi@regentatlantic.com
Chad O’BrienGerald Korey: gkorey@regentatlantic.com
Jim ReillyMike Pappachristou: mpappachristou@regentatlantic.com
Abigail RosenMike Pappachristou: mpappachristou@regentatlantic.com
Bryan SmalleyAlex Coriddi: acoriddi@regentatlantic.com
Jim SonnebornGerald Korey: gkorey@regentatlantic.com
Michael SteinerCynthia Aiken: caiken@regentatlantic.com
Melissa WeiszPeter Sikorski: psikorski@regentatlantic.com
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