Client Portal

Wealthview provides you with online access to your account balances, investment holdings, transactions and account statements.

Click here to download the Client Portal Starter Guide to help you:

  • Register
  • Set up your Profile
  • Navigate your Investment Portfolio
  • Link to all your family member accounts
  • Securely share documents with You First

Click here download the Investia App Guide to help you set up access on your cell phone.