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.
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.
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