Centered Wealth has TWO portals that our clients access for account information. This can be a little confusing, so please reach out with questions!

The first client portal is called Wealthscape Investor. This is the website that our custodian, National Financial Services, hosts to show the direct and real-time view of your accounts. On Wealthscape Investor, you can access statements and tax documents, view account history, and manage your document delivery settings. Please bookmark the URL: investor.wealthscape.com. There are several versions of Wealthscape and attempting the wrong one will result in account lock-out.

The Centered Wealth Financial Planning Portal is an aggregator website, hosted by a company called eMoney Advisor. The portal allows you to connect accounts from many institutions - bank accounts, investment accounts, credit cards, etc. This creates a financial dashboard where you can cultivate a comprehensive view of your entire financial picture. Because the planning portal is an aggregator website, it's considered an indirect view of any connected account. The feed for any connected account may have a 24-hour refresh delay.

The CW planning portal serves the crucial function of financial planning. When you request a financial planning meeting, we will use the information in your planning portal as the basis for our recommendations. This portal allows our advisors to make changes to different financial scenarios and model what your financial picture could look like long-term. Because our recommendations are based on the information you enter into the planning portal, it's important that you log into your financial planning portal regularly and keep things up to date.

Security information about the planning portal is available upon request. 

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