clients.bcjfinancial.comTrek Client Learning Center – Website for Trek clients to learn about systems and benefits of being

a client of Trek.Home Our Systems Client Portal Schwab Trek Digital Investment Platform Digital Signatures Secure Email Tax Package Support Helpful Info Online Safety Tips Teams Virtual Meetings Email: Adding Approved Senders FAQ Glossary Resources Scam Prevention Scam Prevention Guide Navigating Charitable Contributions Tax Resources Contact Us Menu Home Our Systems Client Portal Schwab Trek Digital Investment Platform Digital Signatures Secure Email Tax Package Support Helpful Info Online Safety Tips Teams Virtual Meetings Email: Adding Approved Senders FAQ Glossary Resources Scam Prevention Scam Prevention Guide Navigating Charitable Contributions Tax Resources Contact Us Welcome to the Learning Center! Since Trek utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work and tips on how to use them. As an essential part of enhancing the client experience, this site is a reference guide to help answer your questions. Learn how to use the Trek Client Portal to access the performance of your investments. Learn how to set up and use your Schwab account online. Learn how to digitally review, sign and submit your documents through our secure digital signature process. Learn how to securely and safely send important information to us through our Secure Email System. Find additional information on some important internet safety tips, and how to use password management tools. Learn More About Our Systems Learn About Our Systems Do you have questions or need help? Check out our FAQ! View FAQ Are passwords a pain to remember? We all know how frustrating it can be to try and remember all of the accounts and passwords we need in our daily digital lives. We have a couple of tips to help you with your password management. Dreaming up a different password for every site and service is the best way to keep your stuff safe online, but it’s also a gigantic nuisance. Learn More Signing Files Digitally Our system provides a simple way to complete the processing of your documents. We have partnered with DocuSign to obtain your signature electronically. Whether you’re on a laptop, desktop, mobile phone, or a tablet you will be able to sign your documents anytime. We detailed out the process and what you should expect. Learn More Service Office (480) 483-1510 info@trekfinancial.com 8355 E. Hartford Drive, Suite 105 Scottsdale, AZ 85255 Quick Links Our Systems Client Portal Schwab Digital Investment Platform Digital Signatures FAQ Helpful Info Disclosure Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2021 Trek Financial. All Rights Reserved. SEC Check | FINRA’s BrokerCheck | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS © Copyright 2024 Trek Financial Group. All Rights Reserved. Exp...