myWealth Portfolio

myWealth Portfolio provides secure access to your investment accounts wherever you are. Share a snapshot of your total wealth with trusted advisors to help you make informed financial decisions based on your goals. Or simply enjoy having your portfolio details available whenever you want them.

myWealth Portfolio features:
• Fingerprint login and other safety features to keep data secure
• View your total portfolio in aggregate or by individual account
• History of recent market trades and transactions
• Detailed holdings information
• Engaging design for a superior ease of use