Account View

Guided Wealth Portfolios (GWP) uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional financial advisor.

You don't have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (age, risk tolerance, etc.) to see what GWP recommends!

AccountView is secure, 24-hour online access to your investment account information, which can be accessed from a computer, tablet or smartphone.

• All features are available at no charge to you
• Simple enrollment that takes just five minutes or less
• eDelivery opt in for paperless statements, trade confirmations, quarterly performance reports, and prospectuses