1. Find the app: Using your mobile phone, click a link below, or go to the app store and search for "Envestnet Client View."  

for iPhone 

for Android

2. When prompted, enter the portal code: sachetta 

3. Login with your Tamarac portal credentials 

4. You will be prompted to send a verification code to your email address linked to the account 

5. Input the code sent to your email 

6. Review and accept the mobile app agreement

You're good to go! 

Please contact the front desk at (781) 233-4138 or info@sachetta.com if you have any questions.

You may also access your financial information without the app by web browser.