Access the West Financial Services' Client Portal from your smart phone or tablet!

Simply search 'West Financial Services' on the Apple App Store or on Google Play. Once downloaded, use your existing client portal username and password.

Should you require assistance, please contact your client service associate who will assist you with gaining access and learning more about the ease and efficiency of the app.


Apple Icon Download on the App Store Google Icon get It On Google Play

App Features:

  • The Dashboard
    Instantly check your portfolio value, index returns and much more!
  • Document Vault
    Receive your quarterly statements immediately as well as important alerts and newsletters from WFS. Also, quickly and securely store and share documents with your team including tax returns, trust documents, wills, etc.
  • Recent Activity
    View recent purchases and sales, contributions & withdrawals, and expenses posted to your account.