Heritage Portal

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

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.