Client Resources
My Online Portal
Through your My Online Portal you can:
- Send and receive documents securely via your client Vault
- See your whole financial picture in one place
- View your current investment account balances
Wealthscape Investor
Through Wealthscape Investor you can:
- Access statements and tax documents for your accounts held at National Financial Services, LLC.
**Information will be sent to you as soon as possible during business hours
**Information will be sent to you as soon as possible during business hours