New Client Investment Portal – Wealthview

April 18, 2017

Our dealer FundEX has implemented a new on-line site for viewing information regarding your portfolio – called Wealthview. For information on how to access and use this site please refer to these guides

For new clients – Download Here

For existing clients moving from the old Webconnect portal – Download Here

Understanding Investment Fund Costs

This short video explains MER’s or Management Expense Ratio’s in fee agreement accounts.


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—Dr. Travis Bradberry