Wellington-Altus ClientConnect

Wellington-Altus ClientConnect 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 iPhone or iPad. 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.