Wealth Health clients enjoy online access to their accounts, quarterly reports and other secure documents. Our "Account Access" view allows clients to see their investment portfolio details such as daily investment balances, allocations, unrealized gains and losses, and transactions history. Our "Document Center" allows clients to see their personal financial documents in one secure location.
Wealth Health's Secure Client Website - select this link to access your account data and/or to view your personal secure documents.
Wealth Health Alpha Strategy Website - select this link to access your monthly reports and additional information on the Wealth Health Alpha Strategy.
Alternative Account Views
Fidelity's Account View - select this link to access to your account view at Fidelity.
Fidelity's Retail Account View - select this link to access to your account view at Fidelity Retail.
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