“Capital is that part of wealth which is devoted to obtaining further capital” – Alfred Marshall


Wealthview Update – How to Access the Revamped Client Portal

You will need to re-register to gain access to your client portal on Wealthview.

Here’s what you need to do:

  1. Follow the link in the email FundEX Wealthview sent to you recently (if you don’t have it, let JoAnne know, and she will resend it)
  2. Enter your Client ID or request an Activation Key
  3. Once you have passed this initial screen, you will need to re-register (the process takes about 2 minutes)
  4. The next screen gives you the option for E-Delivery. This means less paper in your mailbox! FundEX will send you an email each time a new statement or letter is available in your portal.
  5. Family Linking: If you have more than one Client ID number in your household, you must re-register and log in for each ID. Now you can link the accounts together, and only have to log in to one account to see the entire family portfolio.

Here is a link to the Client Guide & Family Linking.

Some of the benefits:

  • You can see how your portfolio is doing anytime
  • You can check on pending purchases or changes
  • You can update your address, phone number(s), or email address(es) in your portal and the information will be updated with us, FundEX and all the fund companies within your portfolio. No need to contact us or sign a change of address form
  • We can securely upload most forms to your portal for you to e-sign. You can e-sign in seconds, saving you time from having to print forms, sign and send back to us. Some forms will still require a wet signature.

Contact JoAnne anytime for assistance with resetting your password.


Weekly Update – By The Numbers

North America Friday Close Weekly Change Weekly % Change YTD % Change
Canada – S&P TSX Composite 16,594 189 1.15% 15.86%
USA – Dow Jones Industrial Average 27,347 389 1.44% 17.23%
USA – S&P 500 3,067 44 1.46% 22.34%
USA – NASDAQ 8,386 143 1.73% 26.39%
Gold Futures (USD) $1,516.70 $9.70 0.64% 18.03%
Crude Oil Futures (USD) $56.23 -$0.38 -0.67% 22.69%
CAD/USD Exchange Rate $0.76 $0.00 -0.63% 3.90%
Europe / Asia Friday Close Weekly Change Weekly % Change YTD (%) Change
MSCI World Index 2,252 29 1.30% 19.47%
Switzerland – Euro Stoxx 50 3,624 -1 -0.03% 20.76%
England – FTSE 100 7,302 -23 -0.31% 8.53%
France – CAC 40 5,762 40 0.70% 21.79%
Germany – DAX Performance Index 12,961 66 0.51% 22.75%
Japan – Nikkei 225 22,851 51 0.22% 14.17%
China – Shanghai Composite Index 2,958 3 0.10% 18.60%
CAD/EURO Exchange Rate € 0.68 -€ 0.01 -1.36% 6.23%
Fixed Income Friday Close Weekly Change Weekly % Change YTD (%) Change
10-Year Bond Yield (in %) 1.728 -0.072 -4.00% -35.76%


Sources: Dynamic Funds, Yahoo Finance

This information is provided for general information purposes only. It does not constitute professional advice. Please contact a professional about your specific needs before taking any action.