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Instructions For Accessing The Vault

1. Log in to your client portal by clicking

2. Click on the ellipsis ( ⚫⚫⚫ ) icon near the top right corner of the page

Vault Instructions.png

3. Select "Vault" from the drop down menu


4. Select the folder for the current year


5. There you will find your most recent quarterly performance and billing reports available to download

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