Tools and Resources

Client Access

A personal portal for our clients to view their financial information.

Client Access

Wealthscape Investor Portfolio Portal

 

Click the link below to view your Wealthscape Investor Portfolio.

Wealthscape Investor Portfolio Access

For iPhone and iPad users, there is a Wealthscape Investor App that can be downloaded to your mobile device. Simply search “Wealthscape Investor” in the App Store or click here and download. Please note that you must have an ID and Pin established.

PartnerView Portfolio Portal

 

Click the link below to view your PartnerView Portfolio.

PartnerView Portfolio Access

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

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