Client Access

Click here to view your Wealthscape Investor Portfolio.

The Wealthscape Investor app is available for iPhone or iPad and for Android devices. Please note that you must have an ID and PIN already established to access your accounts.

Click here to view your PartnerView Portfolio.

Access to this site must be set up in advance of use. Please contact CD Wealth Management at 972-499-6280 for assistance.

Click here to access your eMoney Client Portal.

Access to this site must be set up in advance of use. Please contact CD Wealth Management at 972-499-6280 for assistance.

Clients of the Pangburn Group can click here to access account information through the company’s secure login facility.

Click here if you have forgotten your username or password.