Client Portal Login
Your personal financial management website enabling you to organize, link, and monitor all your monetary and investment accounts for a consolidated view of your whole financial picture.

About the Client Portal

Allegheny’s interactive Client Portal is your personal financial management website enabling you to organize, link, and monitor all your monetary and investment accounts for a consolidated view of your whole financial picture. In addition, you can:

  • safely store and access your most important financial documents;
  • collaborate with your financial advisor through a screen-sharing sessions;
  • set budgets and track your spending through the site’s budgeting tool;
  • view your complete financial picture conveniently on your smartphone.
Wealthscape Investor Login
Visit Wealthscape Investor for access to the latest information on your accounts held with our brokerage partner, National Financial Services.                                                                                        

About Wealthscape Investor

Much like your online banking website, Wealthscape Investor provides secure access to your current positions, account balances, transaction history, and tax documents. Download the app on your mobile device or go directly to the website for 24/7 access.