Instruction Guide

Click on a title below to view the instructions:

HOW TO LINK YOUR ONLINE FINANCIAL INSTITUTIONS TO YOUR LIVING BALANCE SHEET© WEBSITE

HOW TO UPDATE YOUR PERSONAL INFORMATION MANUALLY

HOW TO FIND IMPORTANT FINANCIAL REPORTS

HOW TO UPLOAD AND RETRIEVE DOCUMENTS FROM YOUR LBS VAULT


HOW TO LINK YOUR ONLINE FINANCIAL INSTITUTIONS TO YOUR LIVING BALANCE SHEET© WEBSITE

1. CLICK ON THE ACCOUNTS TAB AND SELECT ACCOUNTS TO GET STARTED
1a
2. SEARCH FOR THE INSTITUTION YOU WISH TO LINK OR SELECT ONE FROM THE LIST
1b
3. INPUT YOUR LOG IN CREDENTIALS AND CLICK SUBMIT
1c
4.ONCE LINKED YOU WILL BE ABLE TO VIEW THEM UNDER “YOUR CONNECTED ACCOUNTS”
1d

HOW TO UPDATE YOUR PERSONAL INFORMATION MANUALLY

1. CLICK ON THE PROFILE TAB
2a
2. ONCE YOUR IN PROFILES, SELECT WHICH CATEGORY YOU WISH TO UPDATE
2b
3. UPDATE THE DESIRED INFORMATION AND CLICK SAVE
2c
4. TO RETURN TO YOUR MAIN DASHBOARD CLICK THE MY LBS TAB
2d

HOW TO FIND IMPORTANT FINANCIAL REPORTS

1. CLICK ON THE REPORTS TAB AND SELECT WHICH REPORT YOU WISH TO VIEW
3a
2. ONCE YOUR REPORT IS SELECTED YOU CAN REVIEW DETAILS, PRINT COPIES OR SAVE ELECTRONICALLY
3b

HOW TO UPLOAD AND RETRIEVE DOCUMENTS FROM YOUR LBS VAULT

1. CLICK THE VAULT TAB
4a
2. SELECT WHICH STORAGE AREA YOUR DOCUMENT WILL GO
4b
3. SELECT WHICH FOLDER YOU WISH TO STORE YOUR DOCUMENT IN AND CLICK UPLOAD FILES
4c
4. CLICK ADD FILES TO BROWSE FOR YOUR DOCUMENT
4d
5. ONCE FILE IS SELECTED CLICK START UPLOAD
4e
6. ONCE UPLOADED, YOUR DOCUMENT WILL BE AVAILABLE FOR RETRIEVAL
4f
Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Strategis is an Agency of The Guardian Life Insurance Company of America (Guardian),
New York, NY. 2018-57540 (exp. 04/30/2020)
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.