Client Portal

Portal Usage Acknowledgement

As a client of WFA Asset Management Corporation (“WFA”), upon inputting my username and password to access either of my portals below, I elect to participate in the password-protected access portion of WFA’s internet web site.  I understand that my participation will allow me to review certain investment-related information published by WFA and unaffiliated third parties.  This password-protected access is made available to clients of WFA free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account and financial plan.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold WFA harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. I understand that I have the right to request multifactor authentication be enabled on my portal and agree to contact WFA if I want to activate this security feature.

WFA Portfolio and Client Vault Access Webinar