Wealthview is your own personal financial website. It allows you to keep track of your financial life from daily budgeting to long term wealth planning. Since it isn’t transaction based, no assets can be moved, transferred, or withdrawn. Wealthview’s dashboard provides a secure, convenient place to view everything you own and owe. It is updated daily. Additional features include:
Organizer: A one-stop place to keep your professional contacts, accounts, and insurance policy information readily available.
Spending / Budgeting: Track spending habits, monitor cash flow, and create daily budgets to help stay on the right financial path.
Vault: A personal, encrypted online storage location that gives you convenient access to your most valuable records.
Mobile access: You can even access your personal financial website from wherever you are and on any device you choose.
Once you become a part of the LivingStone client family, a team member will contact you to schedule a Wealthview walk-through to showcase its benefits and features. During this follow-up meeting we will help you create a unique, personal login to the site.
Security: We understand the need to keep your financial data secure. For a detailed look at the security measures around Wealthview please click the link below.
Albridge Wealth Reporting provides a secure way for you to view your account’s performance, check the holdings, and run in-depth reports.
Click the sign-in button to login or register. Initial registrations will be processed within 24 hours of requesting access. The registration code is “Living”. For a complete walkthrough of how to register see the instructions below.
NetX Investor provides official statements and tax documents for accounts held through Pershing. You can also GO PAPERLESS by setting up electronic delivery for these accounts.
Click the sign-in button to login or register. Once there, select register and follow the on-screen instructions. Please have your account number nearby. Voya’s Financial organization code is “3Z1”.
Go paperless: Once you are registered, there will be a green ‘Go Paperless’ link in the upper right hand corner. Select this link to set your statement delivery preferences. For a complete walk-through of how to register and go paperless see the instructions below.
The following companies are only a partial listing of our many trusted vendors. If you don’t see your account or if you need additional help logging in please give us a call at 864.520.8000.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.