Need Help Organizing Your Finances?

By Hightower Westchester on April 3, 2023

Do you find yourself having to go to several places to view each of your financial accounts? Do you have trouble getting your finances organized? Hightower has recently rolled out a new client portal to solve just that. Our Well-th View Portal is a secure, online platform with a single sign-on, offering access to eMoney, Fidelity, and our online Vault for your financial documents.

Equipped with Okta verify Multi-Factor Authentication, password controls, session timeouts, and strong encryption standards to protect financial data, additional benefits of the portal include single interface access to all your financial data, direct and transparent collaboration with us, including document sharing and note tracking through the Vault, and a personalized experience designed to provide you with the most relevant insights, information, and updates on your financial journey.

Through the Well-th View Portal you can quickly access eMoney which provides you with a consolidated view of all your finances. Within eMoney we can create a customized summary of your net worth, including your security investments, retirement savings, bank accounts, real estate, appraised assets (e.g., artwork and jewelry), and liabilities (e.g., mortgages and lines of credit). Your holdings, positions, and account values will be updated daily, providing you with an accurate, comprehensive, and unobstructed view of your wealth. The Organizer is used to input data such as outside accounts, properties, businesses, and professional contacts. This is a great way to organize all your information in one place. You can also keep track of your spending through the Spending page which provides both a summarized and itemized view of recent transactions as well as the ability to create a custom budget. This can help you understand your spending habits and where your money is going, and you can easily adjust your budgets to help you stay on track to achieve your financial goals.

You can log into Fidelity through the Well-th View Portal to view and download monthly statements and annual tax documents if you should need them.

The Well-th View Portal Vault allows you to securely store any of your important financial documents, such as account statements, insurance statements, tax documents, estate documents, and more. Your documents will be in one centralized location, so you can stop having to guess where things are when you need them. The Vault also serves as a place to exchange documents with your financial advisor or any other professional advisor you work with. We can grant another professional advisor, such as a CPA or accountant, access to your Vault or a specific folder within your Vault which will allow them to retrieve the documents they need hassle-free. Gone are the days of having to get the documents from us and then sending the documents to them via an unsecured email. This feature saves time during tax season. We can simply add your CPA to your Taxes file in the Vault so they can retrieve your Fidelity tax documents without having to request them or speak to anyone.

The Well-th View Portal also enhances communication and collaboration between you and your financial advisory team. At the top of your portal, you will find a list of the members of our team with a dropdown showing their contact information. You could click on their phone number or email and get in touch with them without leaving the portal. By using the platform regularly, you can stay on top of your finances and make informed decisions about your financial future.

If you’d like access to the Well-th View Portal or would like more information about it, please click here.

Robert Palmieri – Operations & Research Associate – Hightower Westchester

914.825.8638 – rpalmieri@hightoweradvisors.com