As an Ellenbecker client, you can access your accounts through different online portals – let us show you how! In this client workshop, we review how to access EIG accounts online, where to find electronic quarterly reports, how to communicate with your EIG Client Care Team via secure email and how to stay informed of all that goes on at EIG. Following the presentation, EIG staff will be available to walk you through these online applications* and answer any questions you may have. You’re encouraged to bring your laptop and follow along (please have your account login information available).

*This event is dedicated to current clients of Ellenbecker Investment Group. Online applications include TD Ameritrade, EIG Total View Portal and Intuit Tax Portal.

The EIG Technology Training will be hosted in-person at our Pewaukee office. Choose from two event times: Noon or 5:30 pm

Wednesday, April 27th
In-person only

12:00pm - 1:30pm
I would like to attend in-person!

5:30pm - 7:00pm
I would like to attend via in-person!