Client Access

Account Access

Wealthview is FundEX Investment’s secure investor portal.  It provides instant online access to your portfolio holdings, investment balances, asset allocations, account activity, and quarterly dealer account statements.  Wealthview is optimized for compatibility on a variety of browsers and devices through a user-friendly interface. 

To access Wealthview select the “Client Access” button.

For those not registered, self-registration is also possible through the “Client Access” button.

Electronic Statement Delivery

FundEX is pleased to provide our clients with Electronic Statement Delivery (eDelivery), a convenient way to receive electronic versions of their quarterly Dealer Account Statements.

By choosing eDelivery, you will:

• gain access to your statements faster versus traditionally mailed statements
• have secured access on your Wealthview portal
• have access to your archived statements for up to 7 years
• support our efforts to reduce the environmental impact of paper consumption

We invite you to go Green!  Self-register for eDelivery by selecting the "Client Access" button or speak to your Advisor for further details and registration. 

If you are registered for eDelivery and wish to access your statement, please select the "Client Access" button.