Wealthview 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.