How-To Videos Home 9 How-To Videos How to Start Using Client Access How to Set Up e-Delivery How to Start Using the Vault How to Aggregate Your Accounts How to Use the Goal Plan How to Make a Mobile Check Deposit How to Find Your Tax Documents How to Use e-Signature How to Find your Statements & Fees How to Access Your First Zoom Meeting Receiving & Sending Secure Message Help! I Lost my Password 2 Factor Authentication Funds Transfer on the App Linking TurboTaxImpactful Wealth ManagementExperience what sets Waller & Wax apart, advocacy and care beyond standard process. View our process