Account Access




Kestra Financial - PartnerView

PartnerView is a reporting tool that consolidates all your accounts and provides reporting of rates of return, holdings and allocations for any timeframe you select. This is where you will find your quarterly performance reports. 


Wealthscape is an Internet-based system for individual investors which allows them to view statements, tax reports, account positions, balances and history, including realized and unrealized gains and losses.