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:

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
bottom of page