To access your accounts, please select from the following options
Client Portal Mobile App
To access the Client Portal on your phone, please download the mobile app from wherever you normally get apps.
West Financial Client Portal Features
For detailed instructions on the features of the West Financial Client Portal, please refer to the videos below.
West Financial Services Client Portal Accessing Transactions
West Financial Services Client Portal Accounts Page
West Financial Services Client Portal Using the Dashboard
West Financial Client Portals Holdings
The Fidelity Investments, Charles Schwab & Co, Inc., and Client Portal links are provided for your convenience and are not under the control of West Financial Services, Inc.
Financial Planning Questions (eMoney)
You have questions: Can I afford to change jobs? When can I retire? Am I spending too much? We are excited to offer you the resource that can help you on the path of getting these questions answered.
Click Here, request a consultation so that together, we can build a plan to help you get there.