Access Your Accounts

We understand the importance of having access to your account information. Keep reading to learn more about each of our Account Access Tools.

Through your partnership with us, you now have access to a new online portal and app, known as Account View, which makes it easy to view and track your investment accounts. This will allow you to stay connected to your investments and access your information—from anywhere, anytime. The Account View 2.0 modernized dashboard provides a simple view of your account information so you can see everything from one, easy-to-understand location.

How to start viewing your accounts

We’ve put together some brief resources to help you get a feel for this new technology and learn more about how it works:

• Get to Know Account View 2.0 Brochure
• How to easily sign up for Account View 2.0 guide

Click the button below to get started with Account View.

Learn more about WealthLink, your Financial Planning website, by clicking the button below.

View your Ivy Funds that are remaining on the Ivy or SS&C platform. Click the button below.