How to Subscribe |
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Information on all of your client’s accounts is updated daily, and then housed on your own private branded wealth portal online. Your client’s comprehensive wealth management portfolio is easily accessible in a format that everyone is comfortable and familiar with. |
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To Subscribe: |
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Complete the contact us form or Call 1.800.268.9117, 9:00 am to 5:30 pm PT, Monday through Friday. Our representative will answer your questions and assign access for the secure WealthPortal application for you to complete and sign. |
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The Cost: |
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WealthPortal is available for a low one-time set up fee of $895, plus a monthly base subscription fee of only $289*. We will offer initial subscribers a special, limited-time setup fee of only $295, a savings of $600.00 from the regular fee. You can cancel your subscription at any time but the set up fee is non-refundable. |
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* Call for a special pre-launch rate |
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The Subscription Includes : |
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Your WealthPortal subscription includes around-the-clock access and unlimited customer care wherever you have access to the Internet. Plus, your clients will have online access to view their information through a password protected client WealthPortal. |
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Subscription Requirements * : |
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In addition to the signed agreement, you will need to provide: |
- Firm information, including name, address and phone information
- Your E-mail address
- A credit card or checking account for the set-up fee and monthly subscription charge
- Digital copy of your firm’s logo so you can personalize your WealthPortal information*
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| * can be provided later if you wish. |
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System Requirements: |
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Recommended: |
- Minimum DSL connection
- Screen resolution 1024x768 optimized
- or 800x600 minimum
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Online features require Internet access and are subject to change. Services vary among participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees.  |
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