With Wealth Online, you can be confident that your investments are safe and working for you.
One of the features available to you as a Wealth Management client is Wealth Online. This free service gives you the flexibility of 24/7 access to check your portfolio, view your holdings, search and monitor your transactions, view your tax lots, review your pending trades, view online statements and specific tax documents.
To use the Wealth Online service, you’ll need:
- Internet access
- A browser with 256-bit SSL encryption
- A Wealth Online username and password assigned by your Wealth Online administrator
Recommendations
- A screen resolution of 1366×768 of higher is recommended
- The site is best viewed with Microsoft Edge, Mozilla Firefox, Google Chrome and Apple Safari macOS.
- For AOL users we recommend installing Internet Explorer, alongside the AOL Browser and using this browser while connected to AOL.