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Knowledge Base

This Knowledge Base provides clear guidance on everything your clients need to confidently use Wealth Access to see a full financial picture in one place.

Accounts

Accounts

Overview of all accounts visible in Wealth Access, including how they are organized, classified, and displayed across dashboards and reports.

See Accounts
Documents

Documents

Centralized access to financial documents, reports, and shared files across accounts and households.

See Documents
Households

Households

View financial information across related individuals for a consolidated perspective.

See Households
Reports

Reports

Interactive and downloadable summaries of financial data across accounts and households.

See Reports
Security

Security

Overview of how Wealth Access protects your financial information, including login safeguards, encryption, and account verification processes.

See Security
Team

My Financial Team

View your advisor and support contacts in one place, including names, roles, and contact details.

See Team