Your New Client Portal is Almost Here!

The launch of our new client portal is just around the corner! Here's what to expect:

• Current portal data: Once the conversion is complete, all your existing data will transfer automatically to the new portal and will be accessible here. A link to the portal will also be available on our website under "Client Login".

• Current portal retirement date: May 29, 2026. After this date, the current portal will no longer be accessible.

• New portal login instructions: In the coming weeks, you will receive a text from us at 509-664-8844 notifying you that your new portal login email has been sent. This will be your notification to look for an email from service@teloswealth.com via nstarfinancial.onmicrosoft.com with login instructions. If you use Gmail, this email may be routed to your Spam or Junk folder — please check there if you don't see it in your inbox. It's imperative that you follow the instructions within 24 hours of receipt, or the login will expire.

• How to prepare: Please take a moment to review this overview, which includes login instructions and a preview of the new portal's features and layout.

• There’s an app for that! We'll also be introducing a custom mobile app available in both the Apple App Store and Google Play Store, giving you a convenient way to access your information on the go. More details will follow in a separate communication.

• Enhanced experience: The new portal leverages the latest technology to deliver a sleek, intuitive interface with expanded features, easier navigation, and enhanced security.

• Need help? Don't hesitate to reach out — call or text us at 509-664-8844 or email us at Service@TelosWealth.com.