Client Portal

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

• Click here to log onto your account.
• Click here to register.

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.