Account Access
Walla Street Client WealthView™
Walla Street Client WealthView™ is your single sign-on source for organizing all of your financial information (assets, liabilities, investment accounts, financial plans and legal documents) as well as monitoring your progress toward your achieving your financial goals.
Please contact us to obtain secure login credentials for Client WealthView™
Wealthscape Investor™
Wealthscape Investor™ provides access to National Financial Services (NFS) brokerage account balances, portfolio holdings, account activity, tax information, and much more. An initial registration process (and an NFS account number) is required to access Wealthscape Investor™.
Wealthscape Investor™ Mobile
Wealthscape Investor™ Mobile is an app for iPhone and iPad that provides summary access to National Financial Services (NFS) brokerage accounts on-the-go. Check account balances, portfolio holdings, and account activity anytime, anywhere, 24/7. An initial registration process (and an NFS account number) is required to access Wealthscape Investor™ Mobile.
Fidelity Investments
Access your Fidelity Investments direct accounts, balances, activity, statements and tax information anytime, anywhere, 24/7. An initial registration process (and a Fidelity Investments fund number) is required to access your Fidelity Investments account.