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Thank you for being a Modera client!

We are honored to have you as a Modera client. Below you will find links and resources to your Modera accounts. Please contact your advisory team if you have any questions.

Client hub

Access your investment portfolio, quarterly reports and commentary, and documents.

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Client Hub Guide
Client Hub Tutorial Video
Quarterly Report Video Tutorial
Mobile App Guide
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Former Parsec Quarterly Report Guide

Financial planning portal

View your financial plan.

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How to use Microsoft Teams to have virtual meetings:

watch a video tutorial
Download our Microsoft teams guide

Modera Tax Center

2023 Tax Year Guidance

Custodian Links

Recent Webinars

Medicare Open Enrollment 101
Strategic Charitable Planning
Invest in Your Loved Ones with a 529 Plan Webinar
Elder Financial Abuse Client Seminar
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