Client Access

Wealthscape Investor Portfolio Portal

Click the link below to view Wealthscape Investor Portfolio.

For iPhone and iPad users, there is a Wealthscape Investor App that can be downloaded to your mobile device. Simply search “Wealthscape Investor” in the App Store or click here and download. Please note that you must have an ID and Pin established.

PartnerView Portfolio Portal

Click the link below to view your PartnerView Portfolio.

Access to this site must be set up in advance of use. Click here to view the PartnerView Registration Instructions (PDF).