Client Account Access
Wealthscape Investor Portfolio Portal
Click here to view your Wealthscape Investor Portfolio.
The Wealthscape Investor app is available for iPhone or iPad and for Android devices. Please note that you must have an ID and PIN already established to access your accounts.
PartnerView Portfolio Portal
Click here to view your PartnerView Portfolio.
Access to this site must be set up in advance of use. Please contact CD Wealth Management at 972-499-6280 for assistance.
eMoney Client Portal
Click here to access your eMoney Client Portal.
Access to this site must be set up in advance of use. Please contact CD Wealth Management at 972-499-6280 for assistance.
