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
Access My Online Portal

Wealthscape Investor

Through Wealthscape Investor you can:

  • Access statements and tax documents for your accounts held at National Financial Services, LLC.

Access Wealthscape Investor