JB
J.A. Beck Wealth
Private Client Portal
Incorrect email or password. Please try again.
Email Address
Password
Sign In to Portal
JB
J.A. Beck Wealth
Advisor View
JB
Change Password
Sign Out
Navigation
◈
Dashboard
▲
My Plan
◎
Goals
□
Documents
◷
Messages
2
◻
Schedule
◐
Markets
Send Logins
✉
Send Logins
Clients
+
Onboard Client
×
Add New Client
Fill in the client details below. All fields are required.
First Name
Last Name
Job / Occupation
Age
Email
Password
AUM (Assets Under Management)
Net Worth
Annual Income
Risk Tolerance
Conservative
Moderate
Aggressive
Primary Financial Goal
Cancel
Add Client
×
Edit Client
Update client information, goals, alerts, and more.
Details
Goals
Alerts
Allocation
Documents
First Name
Last Name
Job / Occupation
Age
Email
New Password (leave blank to keep)
AUM
Net Worth
Annual Income
Risk Tolerance
Conservative
Moderate
Aggressive
Primary Financial Goal
Health Status
On Track
Needs Attention
At Risk
+ Add Goal
+ Add Alert
+ Add Allocation
+ Add Document
Cancel
Save Changes
×
Delete Client
Are you sure you want to delete
? This will permanently remove their account, data, and login credentials. This action cannot be undone.
Cancel
Delete Client
×
Change Password
Enter your current password and choose a new one.
Current Password
New Password
Confirm New Password
Cancel
Update Password
×
Onboard New Client
Upload documents and let AI build a client profile.
1
Upload
2
AI Analysis
3
Review
4
Approve
+
Drop files here or click to browse
Tax returns, pay stubs, brokerage statements, meeting notes — anything
Or paste document content directly:
Cancel
Analyze with AI
AI is reading your documents
Extracting financial data, account details, and building a client profile...
Reading documents...
Extracting financial data
Building client profile
Flagging action items
First Name
Last Name
Job / Occupation
Age
Email
Password
AUM
Net Worth
Annual Income
Risk Tolerance
Conservative
Moderate
Aggressive
Primary Financial Goal
Back
Approve & Add Client
✓
Client profile is live in your portal with plan, goals, alerts, and login credentials — all ready to go.
Done