{"id":748,"date":"2023-03-29T08:59:19","date_gmt":"2023-03-29T15:59:19","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/mauro\/?p=748"},"modified":"2023-03-29T09:08:06","modified_gmt":"2023-03-29T16:08:06","slug":"how-to-set-up-accounts-online-myportfolio-plus","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/mauro\/2023\/03\/29\/how-to-set-up-accounts-online-myportfolio-plus\/","title":{"rendered":"How to Set Up Accounts Online \u2013 MyPortfolio Plus"},"content":{"rendered":"<p><strong><u>Step 1 \u2013 Getting to Accounts Online \u2013 My Portfolio Plus <\/u><\/strong><\/p>\n<ul>\n<li>Click the \u201cClient Login\u201d tab on our website or visit <a href=\"https:\/\/myportfolioplus.ca\/wellington-altus\/login\">https:\/\/myportfolioplus.ca\/wellington-altus\/login<\/a>.This will automatically direct you to the MyPortfolio Plus secure webpage.<img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-749\" src=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page-300x137.png\" alt=\"\" width=\"550\" height=\"251\" srcset=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page-300x137.png 300w, https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page.png 504w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/li>\n<\/ul>\n<p><strong><u>Option 1 \u2013 Call Method <\/u><\/strong><\/p>\n<ul>\n<li>On the right-hand side, under \u201cNeed Help?\u201d call 1-855-844-0172. Select option 1 \u2013 Client.<\/li>\n<li>This will connect you with a representative who will assist you in getting your accounts online set up. They will require some information, we recommend having one of your portfolio statements handy to reference (i.e., account information details, account number, etc.)<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong><u>Option 2 \u2013 Online Method <\/u><\/strong><\/p>\n<ul>\n<li>Click \u201cstart here,\u201d which is located to the right of \u201cFirst time signing in?\u201d. After selecting \u201cstart here\u201d you should see this webpage:<img decoding=\"async\" class=\"alignnone wp-image-752\" src=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page-300x121.png\" alt=\"\" width=\"659\" height=\"266\" srcset=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page-300x121.png 300w, https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page.png 511w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/li>\n<li>Enter the information and proceed to 2. Accept the user agreements and 3. View my portfolio.<\/li>\n<\/ul>\n<p>***If you run into any issues or have questions feel free to call our office and we can assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 \u2013 Getting to Accounts Online \u2013 My Portfolio Plus Click the \u201cClient Login\u201d tab on our website or visit https:\/\/myportfolioplus.ca\/wellington-altus\/login.This will automatically direct you to the MyPortfolio Plus secure webpage. Option 1 \u2013 Call Method On the right-hand side, under \u201cNeed Help?\u201d call 1-855-844-0172. Select option 1 \u2013 Client. This will connect you [&hellip;]<\/p>\n","protected":false},"author":173,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-748","post","type-post","status-publish","format-standard","hentry","category-client-resources"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Set Up Accounts Online \u2013 MyPortfolio Plus - Mauro Family Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/mauro\/2023\/03\/29\/how-to-set-up-accounts-online-myportfolio-plus\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up Accounts Online \u2013 MyPortfolio Plus - Mauro Family Wealth\" \/>\n<meta property=\"og:description\" content=\"Step 1 \u2013 Getting to Accounts Online \u2013 My Portfolio Plus Click the \u201cClient Login\u201d tab on our website or visit https:\/\/myportfolioplus.ca\/wellington-altus\/login.This will automatically direct you to the MyPortfolio Plus secure webpage. 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