CLIENT PORTAL
Log in to your portal
Sign in to your Wealth Enhancement client portal to review your financial holdings and other valuable information. If you have questions or need login information, contact your financial advisory team.
The Wealth Enhancement client portal allows you to:
- View a current snapshot of your financial accounts
- Send and receive messages with your financial advisory team
- Share confidential documents related to your wealth management plan
- Access educational content via Learning & Insights
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.
Access to custodian logins
Schwab Alliance
Schwab Alliance provides up-to-date online access to your specific Schwab brokerage account information. Please see the Schwab Alliance Enrollment Guide for information on how to sign up for a Schwab Alliance account.
Fidelity Investments
Logging into the Fidelity Investments site enables you to manage your account settings, review account statements, access tax forms and manage and update your personal information.
Wealth Enhancement Group and Fidelity Investments are separate entities.
BNY Pershing
Access your investments online. An innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
Raymond James Investor Access
View your Raymond James accounts via this secure online portal.
SEI Connect
With SEI Connect, you can quickly and easily review your account information at your convenience.
Access other partner accounts
eMoney
Your eMoney Personal Financial Website serves as a secure, up-to-date window into your entire financial world — accessible to you at any time, from any device with an internet connection.
Black Diamond
Black Diamond is a secure online portal that keeps you connected to your financial life, your advisory team, and everything else you need to manage your wealth — from any of your devices.
Fiduciary Briefcase
The online Fiduciary Briefcase is our Retirement Plan Consulting team’s secure online portal that provides plan oversight committees with 24-hour access to pertinent plan information, including key fiduciary information for audits. If you have any questions, please contact our Retirement Plan Consulting team at rpc@wealthenhancement.com or (877) 447-401k.
About Wealth Enhancement
Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
Insights
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