Heritage Client Portal
The portal allows you to access current and historical performance for your investment portfolio as well as detailed transaction and holdings reports, quarterly performance reports, and additional communications. You can also use the document vault in the portal to securely upload files for your team to review.
Mobile Users
The WealthView Mobile App allows you to access the Heritage Portal via your iOS or Android device. You can use WealthView to access your current and historical investment portfolio information on the go, and upload files securely to the document vault using your phone or tablet.
Logging into the app:
- Click on the links below to download the WealthView app from the Apple App Store or Google Play Store.
- Use portal code: heritagewealth
- Use your Heritage Portal email and password
- Activate Face ID or Touch ID for future log-ins
Additional Resources
Financial Planning Tool
The Financial Planning Tool lets you view your total financial picture in one place. You can link your accounts, including those managed by Heritage and others, such as bank accounts, outside investments, company sponsored 401(k)s, and other retirement plans.
401(k) Retirement Plan Login
The 401(k) Retirement Plan Login provides access to the institutional retirement plans managed by our third party plan manager – PCS.
Custodians
You can also access your investment account information directly through our
custodian partners, Charles Schwab and Fidelity.
