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Online Portfolio Service

Access your portfolio information online via our Client Login area.

WebConnect User Guide (PDF Version )


New Users

For immediate online access to portfolio information click the button below:

Advisor-Assist: (NEXT-DAY Service) Use button below if you prefer that your advisor register you for online access:

Password Help

For immediate Password Reset click the button below:

(Registered Users Only)

Advisor-Assist: (NEXT-DAY Service) If you prefer that your advisor reset your password for you:

Technical Support

If you experience any technical difficulties when using the FundEX WebConnect System, contact our Support Team using the button below:

(Registered Users Only)

Help Requests are usually answered by the next business day.