Broker Check

ACCESS YOUR ACCOUNTS

Click the images below to access your SWA Client Portal or Wealthscape Investor


  • View account performance
  • Asset allocation
  • Account activity/history
  • Document sharing
  • Financial plan summary


  • View official statements
  • Prospectuses
  • Tax documents
  • Trade confirmations
  • Correspondence
  • Paperless settings

TROUBLE GETTING IN?

Click Here if you are having trouble with your password and you would like someone from Stein Wealth to contact you.