Online Portfolio Service

Login

Access your portfolio information online via our Client Login area.

WebConnect User Guide (PDF Version )


New Users

For immediate online access to portfolio information click the button below:

Self-Registration

Advisor-Assist: (NEXT-DAY Service) Use button below if you prefer that your advisor register you for online access:

Advisor-Assisted Registration
Password Help

For immediate Password Reset click the button below:

Password Reset
(Registered Users Only)

Advisor-Assist: (NEXT-DAY Service) If you prefer that your advisor reset your password for you:

Advisor-Assisted Password Reset
Technical Support

If you experience any technical difficulties when using the FundEX WebConnect System, contact our Support Team using the button below:

Help Request
(Registered Users Only)

Help Requests are usually answered by the next business day.