Client Access

Wealth Enhancement Group Client Portal

The Wealth Enhancement Group Client Portal offers secure and personalized access to your financial holdings and other important information.

The Wealth Enhancement Group Client Portal allows you to:

View a current snapshot of your financial accounts
Send messages to, and receive messages from, your financial advisory team
Share important documents related to your wealth management plan
Access educational content via the Resource Library

If you have any questions or need login information, please contact your financial advisory team.

Fidelity Investments

Logging into the Fidelity Investments site enables you to:

Manage account settings
Review account statements
Access tax forms
Manage and update your personal information

Wealth Enhancement Group, Fidelity Investments and LPL are separate entities.

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.

The Fiduciary Briefcase provides access to the following and more:

Customized service plan
Investment and Plan review reports
Meeting minutes
Committee Charter
Investment Policy Statement
Fiduciary education materials
Service provider analysis & benchmarking reports
Employer newsletters
Library of employee education memos and materials

The Fiduciary Briefcase is updated after each investment and plan review and periodically publishes newsletters, participant education memos and other timely information.

If you have any questions, please contact our Retirement Plan Consulting team at rpc@wealthenhancement.com or (877) 447-401k.

LPL Account View

LPL Account View provides up-to-date online access to your specific LPL brokerage and advisory account information.

LPL Account View enables you to:

See account history (including account activity such as buys, sells, dividends, money market transactions) for the last 90 days
Sort data any way you wish
Learn detailed data about your holdings, including equity and mutual fund fundamentals.

Your information on LPL Account View is updated daily to give you a current view of your LPL accounts.

Raymond James Investor Access

View your Raymond James accounts via this secure online portal.

Raymond James Investor Access enables you to:

Review activity and balances in all your accounts – individually or combined.
See current/historical statements, key data such as unrealized and realized gains and losses, costs basis information and tax-reporting documents.
Download various documents related to your portfolio directly to Quicken or Excel.
Gain access to Raymond James’ equity research and market commentary.

Your information on Raymond James Investor Access is updated daily to give you a current view of your Raymond James account.

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.

Schwab Alliance enables you to:

See account history and balances
Access various research reports
Learn detailed data about your holdings, including equity and mutual fund fundamentals
Download monthly/quarterly statements

Your information on Schwab Alliance is updated daily to give you a current view of your accounts.

SEI ClientConnect

With SEI ClientConnect, you can quickly and easily review your account information at your convenience.

ClientConnect enables you to:

See account history, activity and balances
Learn detailed data about your holdings
Sign up for e-statements
Download data directly into Quicken®

Your information on SEI PortfolioAccess is updated in real-time to give you a current view of your accounts.

Tamarac Client Portal

Tamarac Client Portal is a secure online portal that provides online access to your consolidated account information.

Tamarac Client Portal enables you to:

View consolidated account information, portfolio asset allocation, and account values

Your information on Tamarac Client Portal is updated as of the prior day, to provide a comprehensive overview of your accounts. To access more frequent updates, please log in to your specific brokerage account.

If you have any questions, or would like to have a Tamarac Client Portal account created, please contact your financial advisory team.

TD Ameritrade AdvisorClient®

TD Ameritrade AdvisorClient helps you stay connected with your account information from anywhere. Get secure and easy access to your balances, positions, trade confirmations and more.

AdvisorClient enables you to:

View all information for your TD Ameritrade Institutional Accounts
Review the latest transactions for your accounts
Manage and update your personal information

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