Account Access

Wealthscape Investor® offers clients Quicken and Microsoft Money download compatibility.

If you would like to have online access, please contact Michelle at [email protected] or by phone (631) 587-1187
to request access to your account(s).

Logging in to Wealthscape Investor for the first time or after PIN reset user guide

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.