top of page

New Client Portal Requirement

Welcome to your new client portal! Where you can view your recent transactions, account performance, holding details, documents and profile information. It also provides you with a secure vault for document transfers.


All clients will receive an email to sign up for our WFG CLIENT PORTAL at the end of July/beginning of August as our current portal is expiring.


You can login to the portal from any computer or mobile device at any time by accessing this web address found below:
Portal URL: https://main.yhlsoft.com/auth/users/webportal/wfg


Login: your email listed here
Temporary Password: random password provided
Please follow the new password prompts upon your first login to create a more secure password. Password guidelines must include:

  • 8 or more characters

  • 1 or more Uppercase letters

  • 1 or more Lowercase letters

  • 1 or more numbers/symbols

Client Portal.png

2025 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

bottom of page