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Wealth Enhancement Group Client View

Client View is our exclusive, secure online portal that provides you with online access to your consolidated account information.

Client View enables you to:
  • View consolidated account information, portfolio asset allocation, and account values
  • Upload and store sensitive documents, such as wills, trusts and annual reviews
  • Access messages and announcements created exclusively for Wealth Enhancement Group clients

Your information on Client View is updated twice per month 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 Client View account created, please contact your financial advisory team.

SIGN IN TO CLIENT VIEW

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.

SIGN IN TO THE FIDUCIARY BRIEFCASE

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.

SIGN IN TO LPL ACCOUNT VIEW

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.

SIGN IN TO RAYMOND JAMES INVESTOR ACCESS

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.

SIGN IN TO SCHWAB ALLIANCE

SEI PortfolioAccess

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

PortfolioAccess 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.

SIGN IN TO SEI PORTFOLIOACCESS

Tamarac Client Portal

Available to clients of our advisory teams located in Darien, CT office, Tamarac Client Portal is secure online portal that provides you with online access to your consolidated account information.

Tamarac Client Portal enables you to:
  • View consolidated account information, portfolio asset allocation, and account values
  • Upload and store sensitive documents, such as wills, trusts and annual reviews
  • Access messages and announcements created exclusively for Wealth Enhancement Group clients

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.

SIGN IN TO TAMARAC CLIENT PORTAL