Did you know you can connect your two client portals? Here's how!

Did you know you can connect your two client portals? Here's how!

by Laurie Barrett on Feb 23, 2022

If you have connected to the new Reporting Portal, you now have two connected Seascape client portals:  one for Reporting and one for Financial Planning, each with its own username and password. 
We agree that we all have far too many passwords to remember, so below we explain how to easily connect the portals.  
Once you complete this simple step, you need only log on once to access both.
Below are some screenshots to help you set this up:
  • The links to the Planning Portal and the Reporting Portal may be found on our website:  https://www.seascape-capital.com/client-login  
  • From the Planning Portal, the button to connect to the Reporting Portal is at the top of the screen and looks like this:  

The first time you click on the   , you will see a login screen when you enter your credentials for the Reporting portal.  This is a one-time process.
If you are using your phone instead of a computer, click the MENU box at the top and then click the “Envestnet | Tamarac” as shown below:


From the new Reporting Portal, the button to connect to the Planning Portal is hiding behind your name at the upper-right side of the screen.  Hover over your name.  A list of choices will appear.   Click “eMoney”


Log on one more time to the Financial Planning portal.  That’s it!  Your portals are now connected.
If you use Google Chrome as your browser, you should see two tabs at the top of your screen—one for each portal.  From now on you on, once you log on to one portal, you can click on the icon for the other to access it.
If you have any trouble or have questions, please call our resident technology guru, Donny Nelson, at 603-964-4480.