Wealthview Client Portal

Troubleshooting Steps

• Many people open the login page using invalid links or fake websites. To resolve the sign in issue, you must open the official page of Wealthview Client Portal using the official link.

• Once the official login page is opened, find the email address and password that you chose when you signed up at Wealthview Client Portal or that was issued to you by the concerned organization's authorized person. And you shall use only those credentials to sign in to the portal.

• If you have entered valid credentials, you must see a success message that shall look like "Welcome (Your name here)", "Logged In Successfully", "Signed In" or it shall serve you a dashboard that is personalized for your account or display the primary data you work on.

• If you are still unable to use Wealthview Client Portal . Visit our detailed Troubleshooting Guide where we have listed the most common reasons of login failure with their solutions. If you are unable to resolve the problem, we suggest you report the issue in detail so that our moderator or a community member shall respond to you.