Broker Check

Enrolling in Wealthscape

| December 15, 2020
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If you are not currently enrolled in Wealthscape Investor, and would like to enroll in paperless statements, please follow the following steps:

  1. Visit: 
  2. Click the “Register” link
  3. Enter the last 4 digits of your SSN, your first and last name, and your date of birth. Click NEXT
  4. Enter your account number *

*if you do not have an account number, it could be found on your statement.  If you do not have a statement, we can provide your account number for you. 

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