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Access Your Portfolio

Portal Access

We are pleased to offer a secure client portal for investors that will provide online access to your portfolio holdings called Wealthview.  

Wealthview is entirely secure and compatible with mobile devices. It will provide you with 24/7 access to:

  • Up-to-date investor profile information;
  • Investment value and evolution of your investments;
  • Price history of your portfolio funds;
  • Online access to your FundEX documents, including quarterly statements (e-delivery option);
  • Possibility to link your account to those of other FundEX clients to share access to your portfolio (family linking option);
  • Easy-to-use financial calculators;
  • Your Advisor contact information

Q: How do I access my portfolio?

A: To access your portfolio, click the orange "Portal Access" button at the top of this screen, or type in into your web browser. Once there, enter in your personalized access code and password under "Sign In".

Q: What if I forgot my Access Code or Password?

A: Underneath the "Sign In" section, there are links that you can click to reset your access code and/or password. If you experience any difficulty resetting your credentials, please phone 1-888-585-1008 for immediate assistance. You can then reset your password over the phone. 

Q: Who do I contact if I have technical issues with Wealthview?

A: There is a 24/7 website support line available to you, if you run into any problems: 1-888-585-1008. However, please know that you are always welcome to contact our office at Integer, and we will do our best to walk you through any issues you may encounter while using Wealthview.   

Contact Alyssa ([email protected]) or Cassidy ([email protected]) via email, and they will respond to you within 24 hours.