We are excited to announce the rollout of our new client portal, Client Connect, and document-sharing platform, The Vault. These platforms will be made available to all clients between January and February 2025.
Client Connect: Provides a consolidated view of all accounts in your household, making it easier than ever to monitor your portfolio.
The Vault: A secure, streamlined way to upload and access all account-related documentation, ensuring your important files are always safe and within reach.
To help you get started, we’ve created a brief walkthrough video below that highlights the key features of both platforms.
Please note that our previous client portal, MyPortfolio+, will no longer be accessible as our practice fully transitions to Client Connect. If you have any questions on Client Connect or The Vault, please reach out to Sean MacKay (sean.mackay@wellington-altus.ca).