To access your accounts, please select from the following options

 


Client Portal Mobile App

To access the Client Portal on your phone, please download the mobile app from wherever you normally get apps. 


West Financial Client Portal Features

For detailed instructions on the features of the West Financial Client Portal, please refer to the videos below.

West Financial Services Client Portal Accessing Transactions

West Financial Services Client Portal Accounts Page

West Financial Services Client Portal Using the Dashboard

West Financial Client Portals Holdings

The Fidelity Investments, Charles Schwab & Co, Inc., and Client Portal links are provided for your convenience and are not under the control of West Financial Services, Inc.


Financial Planning Questions (eMoney)

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