Access the West Financial Services' Client Portal from your smart phone or tablet!
Should you require assistance, please contact your client service associate who will assist you with gaining access and learning more about the ease and efficiency of the app.
- The Dashboard
Instantly check your portfolio value, index returns and much more!
- Document Vault
Receive your quarterly statements immediately as well as important alerts and newsletters from WFS. Also, quickly and securely store and share documents with your team including tax returns, trust documents, wills, etc.
- Recent Activity
View recent purchases and sales, contributions & withdrawals, and expenses posted to your account.