Guidance to Mandeville’s “new” wealth access portal
Mandeville Private Client Inc. is pleased to provide you with the “NEW” Wealth Access Client Portal. We are making this change in order to better serve you, as well as creating a foundation for additional services and enhancements in the future. This brochure contains important information you will need in order to access the new Wealth Access client portal.
YOU WILL HAVE ACCESS TO:
- Your Accounts, Holdings and Transactions
- Client Statements
- Performance and Fee Reports
- Other Documents
For your reference below, we have provided an example of a sample client’s existing log in information and how the client will access the new portal. This sample client’s email notification for the client portal was firstname.lastname@example.org