JUNO Clients have their own secure personal portal.
**JUNO Solutions Client Portal**
Here clients can upload any relevant documents for review and assessment. It is a secure portal that allows signing, storing and organizing documents.
A JUNO professional advisor will invite clients to sign up to this portal via email. Clients will be able to set up their own account and can navigate to the Client Portal at any time by using the Client Portal URL.
The portal if very user friendly and easy to navigate.
The User Guide documents below are available for download and assistance.
Additional information and help can also be found here: https://help.clientportal.com/
Canopy Users Guide (pdf)
DownloadClient Portal Settings and 2-Factor Authentication (pdf)
DownloadPrint and Download a File (pdf)
DownloadUploading a File (pdf)
DownloadNavigate the files tab - Client Portal (pdf)
DownloadComplete a Client Request (pdf)
DownloadComplete an eSign Request (pdf)
DownloadLog In to the Client Portal Mobile App (pdf)
DownloadeSign Request on Mobile App (pdf)
DownloadUpload a File on the Client Portal Mobile App (pdf)
DownloadScan a Document on Mobile App (pdf)
DownloadJUNO SOLUTIONS
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