Wealthscape Investor Overview
By enrolling in Wealthscape Investor, your clients have 24/7 access to their brokerage account data. Clients can find the information they need – when they need it – by logging onto Wealthscape Investor and save the more complex aspects of their portfolio for discussion with their MMLIS registered rep. Clients can register themselves! View the Wealthscape Investor: IDs, passwords, and usernames (PDF) job aid for more information on registering, creating a custom username, and resetting a password. For more information about Wealthscape Investor, visit the myOnline Brokerage Central website.
WEALTHSCAPE INVESTOR TRAINING COURSES & RESOURCES
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Wealthscape Investor Training Courses
Prior to solicitation or selling of certain MMLIS products, it's recommended that you complete brief training courses. If you've yet to take the classes, click the button below, and navigate to the "MMLIS Technology Platform" tab and click the "Wealthscape Investor" dropdown to get started.