ACCOUNT ACCESS

Account Access

Need to check a statement or access your portfolio? Please check with your financial advisor to verify what account access system you should use. If you have any questions regarding your accounts or statements, please contact your representative directly for assistance.

Client Source Account Access

You will need your Client Source username, password, and you must select your representative’s name from the drop-down list. If you have any questions regarding accessing or the information posted in this system, please contact your account representative.   

 Access Your Client Source Account Now  

National Financial Account Access

Wealthscape is the Account Management system for National brokerage accounts. Wealthscape is a complete web-based platform that includes account access and research functionality.    

Enrolling is easy! Visit the site to learn how. 

View the Website | Quick Reference Card 

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