Welcome to our new Client Portal
Below is a introductory video demonstrating how to navigate the new Client Portal and an overview of the reports & features available:
To login to the Client Portal, please click on the Client Portal Login button below, or download the WealthView App on your mobile device(s).
If you do not have a Client Portal Login, but would like to sign up, please call our office at 412-257-8060 and we will be happy to assist you.
WealthView Mobile App
Enables you to access the Client Portal from your mobile devices. When logging in for the first time, you'll need to enter the Portal Code listed below:
Portal Code: Grantstreet
Online access to client investment accounts can be reached through the custodians’ websites. Please contact us if you need assistance in setting up online access or have questions about navigating the sites.
Note: Online trading capabilities for clients is automatically enabled at Charles Schwab, but not at Fidelity, unless requested by the client. Also, money transfer capabilities are enabled at both custodians. While we see all client-initiated online activity within 24 hours, we request that clients notify us regarding moving money or trading so that we may adjust portfolios promptly to cover the transactions.