If this is your first time using this feature, please contact your broker to request online account access.
Once your online access is configured, follow these steps to log in:
- Click “Access Your Account” below.
- When the login page for Wealthscape opens, enter the Username and Password provided by your broker.
- Your Password is temporary. You will be prompted to change it to one of your choosing.
- The first time you log-in, you will be presented with a few pages of disclosures. Read and, if you agree, click through until you reach the Wealthscape homepage.
- Once you reach the Weathscape homepage, you will be able to view your account activity.
- Next time, log-in using your new Password and you will be taken directly to the Wealthscape home page.