Wealthscape Investor gives you 24/7 access to your latest account information, market data and research tools, and your important documents. Get access to your positions, balances, and transaction history from your iPhone®, iPad®, AndroidTM, and other smartphones or access it directly from the website.
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Allegheny’s Client Portal is your personal financial management website enabling you to:
- Organize and monitor all your accounts and investments for a consolidated view of your entire financial picture.
- Collaborate with your financial advisor through a screen sharing session for quick and easy interactive planning—anytime, anywhere.
- Safely store and access your most important financial documents in your Vault.
- Set budgets and track your spending through the site’s budgeting tool.
- View your complete financial picture on your smart phone.