Legacy Client Portal - available until March 30, 2019
New Client Portal – available now*
* To ease this transition, clients will be invited to the new portal in tranches. The invite will be sent via email. You will receive an invite no later than March 30, 2019. Your patience during this transition is much appreciated. Until you are invited to the new portal, you can continue to use the legacy client portal.
© 2019 WFA Asset Management Corporation