WealthView is an easy-to-navigate online portal designed to help organize and aggregate your financial information. With WealthView, you can do things like track your spending, set up a budget, view your investments, and keep track of important financial documents.
To get you started, below are a few helpful procedures on how to connect your accounts, accessing WealthView on your mobile device, and information about WealthView’s security and confidentiality.
We hope you enjoy your new financial empowerment with WealthView!
To watch a short video overview of WealthView’s capabilities, please click below.
2. Before you log in, add or save the link to your Home Screen. NOTE: an icon should appear directing you how to do this. You will want to do this first or the icon will disappear.
3. Enter your login credentials.
WealthView Security and Confidentiality
Only your CAPTRUST financial advisor and administrative CAPTRUST personnel have access to your WealthView information. WealthView is a non-transactional online portal and no one – including you – have the ability to transact or transfer funds in any way using WealthView. For more information on the advanced security features on WealthView, please watch our security video.
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