Wellington-Altus ClientConnect

Wellington-Altus Client Connect allows you to access and securely store your financial information and documents in real-time. View your accounts, investment holdings, and documents 24-7 on your Android phone or tablet. Anytime. Anywhere.

Comprehensive real-time view of all your finances — personal, household, corporations, and other entities — that are managed by Wellington-Altus Private Wealth.

Everything in one place with The Vault - Safely store and manage all your critical financial documents in one secure location
Access financial statements, trust documents, tax documents, and collaborate with your investment advisor and other trusted third parties like lawyers and accountants.

Peace of mind, 24-7 – bank-grade security and end-to-end encryption to safeguard important documents, data and information across multiple entities, geographies, and generations.