Viewing your Wealthtime Private Client Service.
The Wealthtime Private Client Service.
Once your Wealthtime Private Client Service has been set up, you will be able to view your portfolio 24/7 with our Wealthtime online management service - Wealthtime Online.
The Wealthtime Online service allows you to view Product and investment information including a portfolio value, a breakdown of holdings and cash transactions. The service also provides a secure messaging facility.
You will be sent an Activation ID to access Wealthtime Online when you have been accepted for the Wealthtime Private Client Service and completed the Online Registration Form. Once you have logged in with the Activation ID you will be given an Online Access Number and then you will be able to set up online a Password and PIN for all subsequent logins.
Not yet registered?
If you are a financial adviser and have not yet registered you will need to complete a Financial Adviser Online Registration Form.
If you are a client and have not yet registered you will need to complete a Client Online Registration Form.
Once we have received your completed Online Registration Form, we will send you your Activation ID and an Online Activation Guide, which should be used the first time you log into the site.