View Your Portfolio Online!

With online access it can make managing your finances easier. It's a secure and easy way to stay both in contact with your financial advisor and on top of your accounts and investments.

Some additional benefits ...

Daily portfolio values
Investment research on all your holdings
Applications and Transaction Forms
News and updates

Not online yet?

If you have never logged in before, click here to register or contact Investor Services at 1-800-608-7707 ext. 221 between 9:00 am to 5:00 pm Monday to Friday to obtain a username and temporary password for immediate access.

Then return to our site and follow these instructions:

• Click the Login button to enter your username and temporary password;
• Choose your new password, click Next;
• Choose three security questions and answers, which will help you when retrieving a forgotten password. Click Next;
• Click Finish to return to the Login page;
• Your profile setup is now complete, and you can begin to enjoy the convenience of GP Wealth Management Online.