Client Portfolio Login
Please click the link below that will take you to the WealthServ login page. From here you can view your accounts and portfolio summary.
PASSWORD RESET & NEW ACCESS REGISTRY - If you cannot remember your login or password OR if you would like access please send us an email email@example.com, we will get you set up.
WealthServ - Client Vision Access
Register for Online Statements
Please CLICK HERE TO REGISTER FOR ONLINE STATEMENTS.pdf. This will take you to a PDF file with instructions on registering for online statements. You will need at least One account number in order to register, please have that handy. If you experience any issues please send us an email firstname.lastname@example.org, we are here to help.