Online Investor Account Access - FundEX WealthView Service
Click on the button above to be taken to FundEX's online client account access page (FundEX WealthView). Investors can access detailed account information using this service by entering their client user ID number and secure password.
For first time users of the FundEX WealthView service, clients will initially be required to register their client ID number(s) and create a secure password. If you do not have access to your FundEX client user ID number, please send an email to [email protected] to request this information and / or assistance in registering for FundEX WealthView.