You, the client, will have your own portal (or folder, as ShareFile calls it) and over time, your folder will accumulate important information or requests for information about your Plan, such as:
PRS will primarily use ShareFile for communications with you when:
To register for the first time, you will receive a welcome email which contains a link to ShareFile. The email will, most likely, be from email@example.com with a subject line of “Pension Review Services has added you to ShareFile.” If you somehow miss the email, you can call Janet (631-465-0850), and she can send you the welcome email upon request.
Once you see the welcome email, click on the link: “Click here to …”. The link sends you directly to ShareFile where you will be asked to create a unique password. After clicking “Save,” you will be sent to the Folder for your Plan. Inside your folder are other folders and files relevant to your Plan. For instance:
Do not hesitate to contact us with any questions on navigating within ShareFile. Our March 2014 newsletter, “ShareFile: The Basics” (March 2014), is devoted to a complete overview of the ShareFile system from a user perspective.