Millennium Client Portal Tutorials

 

Millennium Client Portal Homepage

In this video, you will learn how to navigate to your linked accounts, documents and reports, and other helpful tools and resources.

 

Millennium Client Portal Budgeting Part 1

In this video, you will learn how to organize your transaction history within your linked accounts. 

 

Millennium Client Portal Budgeting Part 2

In this video, you will learn how to create your budget.