Video Instructions: https://youtu.be/bOKU1CaQAxo
When we set you up with a new client portal, you will receive two e-mails: an access instruction email from a member of our staff and an automated temporary password from ATOM, our portal.
To begin, look at the menu at the top of this page and click on “Client Portal”.
Your username is the email address where you received the access instructions.
Your password is the temporary password sent to you in a separate email. Copy and paste your temporary password the first time you log on.
Next, you will be required to change your password. Select a password that you will remember and enter it twice.
>Note: Passwords must contain both upper and lower case letters, numbers, and a special character.
Click “SAVE” and then “OK” when asked if you are sure you want to save these changes.
Your portal is now set up.