The WealthVision client portal is designed to provide you with the robust features you need to stay connected to your finances, goals, and important documents. Your secure personal website is available via desktop or mobile, and it allows you to track your progress against the goals set by you and your financial advisor. And, perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.
Our services may include manual entry of financial data to the website, uploading and maintenance of documents electronically stored on the website, support of the aggregation function that permits clients to view consolidated financial information from accounts at various financial institutions and ongoing customer support and training related to WealthVision. Services are rendered for maintenance of the client's WealthVision website and do not include investment advice or financial planning. Your advisor can charge a subscription fee for access to your WealthVision personal financial website service.
Your client portal provides you with:
Learn how you can use your Personal Financial Website to take control of your financial world. Download Your Personal Financial Website Overview.
Connect all of your clients’ accounts for a consolidated view of their complete financial picture.
Allow clients to easily add, personalize, and track progress toward their financial goals, including spending and budgeting tools.
Allow clients to safely store all their important files and access them from anywhere directly through WealthVision.
Your Personal Financial Website helps you see your financial life beyond the numbers. And with our automated fact finding questionnaire, you can get started with your Personal Financial Website on your own in just a few easy steps.
Personal Financial Website FAQ
This fact sheet provides answers to frequently asked questions about your Personal Financial website.
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