Access Your Accounts Online

Wunderlich clients have the opportunity to view up-to-date, detailed account information, the latest news and research reports, commentaries on current market and economic events, calculators and much more through our secure client portal.

  • View real-time account information for individual accounts or for your entire household.

  • Download account information to Quicken® or Microsoft® Excel.

  • Create a consolidated Portfolio Report for any combination of accounts to review real-time balances, an asset allocation pie chart and details of all holdings.

Market information at your fingertips:

  • Obtain real-time quotes, news, charts, company profiles, ratings, research reports and industry comparisons.

  • Setup Market Alerts to receive email alerts about individual securities, entire portfolios or specific industries.

  • Launch Portfolio Tracker to get 15-minute delayed streaming quotes, news and charts on your desktop.  Clients may receive updates throughout the day on market indexes, securities and breaking news on their portfolio, even after logging off Access Online.

Take A Tour of Access Online Now

Register for Access Online 

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