Online account access.

We offer you secure 24/7 access to your financial picture through the Heritage Portal and additional resources.

The Heritage 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 Heritage Portal to securely upload files for your team to review.

Mobile Users: Click here for instructions to access the Heritage Portal via the WealthView Moblie App

Additional resources.

The Tax Return Portal gives you access to your electronic organizer and allows for the seamless upload of tax documents.

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.

The 401(k) Retirement Plan Login provides access to the institutional retirement plans managed by our third party plan manager – PCS.


You can also access your investment account information directly through our custodian partners, Charles Schwab and Fidelity.