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Wellington’s client portal

Learn about our redesigned client portal with this video tour from our Head of Client Service Management Scott Weinberg and Client Analyst Abi Adewale.

The views expressed are those of the speakers at the time of publishing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only. 

We are pleased to share a tour of our client portal. This is a key tool in our efforts to provide service alpha to our clients, consultant partners, and third-party agents. The portal offers access to information and content from performance and holdings to our latest investment insights. Additional features include preferred language set up and notifications when specified documents are available. We hope you find the client portal to be a useful resource for any questions about your investments with Wellington.

We are constantly working to enhance the client portal. Please let us know if you would like to see any new features that would improve your user experience. As always, your relationship team is available to answer any additional inquiries.

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