About Our NEW Client Website

We have talked with many of our clients about our new client website, which allows you to save documents, view performance, activity, risk, your financial plan, etc. for all of your accounts, including outside accounts.  We are very proud of it.

With all this sensitive information, we want to make sure stays very secure.  A security feature of our site is dual authentication, also known as multi-factor authentication.  Basically, it’s a way for the client site to confirm your login with a security question or an email code.  This additional security feature only happens for your login if you turn it on.  Below are instructions, if you would like the dual authentication to be added.  If in the process of setting this up, you lock yourself out, just let us know and we can reset your account.

 

This is a sample of your initial login page at www.bdreporting.com

Look for your name in the top right corner and select my preferences in the drop-down menu.

 

In my Preferences, make these changes:

  • Make sure your email address is added
  • Fill in your security questions at the bottom of the page
  • Make sure to Enable Multifactor Authentication

You can also add your picture and other info if you wish.

Make sure you save your changes at the top right of the page.

 

Next time when you login to www.bdreporting.com you will be prompted to select how to confirm you are you.

Next time when you login to www.bdreporting.com you will be prompted to select how to confirm you are you.

If you have any problems, please don’t hesitate to call our office at 877-834-1850, and thanks again for your trust in us.

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.