Client Portal Tutorial - How to Upload your documents

As we navigate our way through this pandemic, Oak Tree wants to make sure that we are doing everything in our power to keep you as safe as possible. This year we will incorporate virtual appointments. All you have to do is upload your documents into your client portal and we will take care of the rest! Please let us know if you need any assistance uploading.


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©2020 by Oaktree Services,LLC

9457 Cedar Glen PL

Rancho Cucamonga, ca 91730
Oaktreeservices627@yahoo.com

Tel: 626-967-5512

2nd Tel: 909-360-1003

Fax: 626-858-4637