Client Centre

Access your portfolio online via our Client Login area.


Registration Help

Advisor-Assist: (NEXT-DAY Service) Use button below if you prefer that your advisor register you for online access:

Advisor-Assisted Registration
Password Reset

Password Help

Our technical support team will assist you with any issues you may have. For immediate Password Reset, click the button below:

Password Reset
Help Request

Technical Support

If you experience technical difficulties when using the FundEX WebConnect System, contact our team by visiting the link below:

Help Request