CLIENT PORTAL

NEW CLIENTS

Documents Needed to Kick off the
Financial Planning Process

Your Relationship with an Eagle Strategies
Financial Advisor Explained

Your Personal Financial Website

Navigating your Financial Website

EXISTING CLIENTS

Your Personal Financial
Planning Dashboard

Your Personal
Investments Website

Your Investments in More Detail

View Or Manage Your Policies, Pay Bills,
Update Beneficiaries and More

Request Changes or Transactions for
New York Life Products