WealthView Mobile App.

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 codeheritagewealth 
  • Use your Heritage Portal email and password 
  • Activate Face ID or Touch ID for future log-ins