Services

Learn how to find your services and view progress.

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Services

What can we do for you today?

How to locate your services

Mobile users

Desktop users

Getting started with the app

The Client Portal

Join our 100+ clients already using it.

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Updates

Learn how to view, request, add, and query updates in your Client Portal — effortlessly and swiftly.

Documents

Learn how to locate, view, download, generate, and upload documents in your Client Portal.

Information Requests

Locate, respond to, and view information requests and responses in your Client Portal using this guide.

Case Information

Learn how to locate your cases, see more details, and view case notes in your Client Portal.

Notifications

Learn more about real-time notifications in your Client Portal, including how to navigate using them.

Funding & Allocations

Learn how to view more details about fundings and allocations, as well as adding Client Portal funding in this guide.

The Client Portal

24/7 secure access to what matters most, only at ADVICIFAS.

Mockup Smartphone Image of the ADVICIFAS Client Portal

Important legal information

The Client Portal is available to all clients. We don’t charge you for the Client Portal, but your mobile phone provider may charge for some services. Please check with them. Phone signal and functionality may affect services. Terms and conditions apply.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S and other countries. Google is a trademark of Google LLC. Terms and Conditions apply.