Iwealth Planner Portal is an online financial advisor that enables users to create and manage their investment portfolios. In this article, we will show you how to login to the Iwealth Planner Portal and start investing your money.
How to login to the Iwealth Planner Portal
To login to the Iwealth Planner Portal, first make sure you have an account. If you don't have an account, sign up now! Once you have your account set up, follow these steps to login:
1. Click on the "Login" button located in the top right corner of the main portal page.
2. Enter your username and password in the respective fields and click on the "Login" button.
3. You will be automatically logged into the Iwealth Planner Portal!
Using the Iwealth Planner Portal
The IwealthPlanner Portal is a helpful tool for managing your finances. To login, follow these steps:
Importing your investment data
If you have investment data from a previous wealth planner, you can import it into the Iwealth Planner Portal. You'll need to create an account first, and then enter your investment data. You can also use the interactive tools on the portal to see how your portfolio is performing.
Editing your investment data
The Iwealth Planner Portal provides users with access to their account data, portfolio construction tools and support, as well as live help. Login instructions are provided below.
To login to your account:
1. Open the Iwealth Planner Portal.
2. In the top left corner of the screen, click the Login link.
3. Enter your user name and password in the fields that appear.
4. Click Log In to finish logging in.
5. If you have multiple accounts, select the account you want to log in to from the drop-down menu next to My Accounts at the top of the page.
6. The data for your selected account will appear in the main window of the Iwealth Planner Portal.
Saving your investment data
If you have registered for the Iwealth Planner Portal, you can login to your account to save your investment data. You will need your username and password. If you have not registered for the Iwealth Planner Portal, you can click here to register. Once you are logged in, click on “My Account” in the top left-hand corner of the page. On the My Account page, you will see a section labelled “Login.” Click on this to log in.
Once you are logged in, under the “Login” heading, you will see a section labelled “Saved Data.” This is where you will find your username and password. Please use this information to login to your account if you wish to save your investment data.
Deleting your investment data
If you made a mistake in your investment data and decide you no longer want to use the Iwealth Planner Portal, here are instructions on how to delete your account.
1. Log into the Iwealth Planner Portal at https://www.iwealthplanner.com/
2. Click on the “Account” tab in the top left corner of the screen
3. Scroll down to the “My Account” section and click on the red “Delete My Account” button next to your username
4. Agree to the terms of deletion and confirm your decision by clicking on the blue “Submit” button
Obtaining a copy of your investment data
If you’ve ever wondered how your investment data is stored and accessed, you can now find out with the Iwealth Planner Portal. The portal is a free, online tool that helps individuals access their personal investment data from any device, including desktop computers, laptops, tablets and smartphones. To get started, log in to the portal with your username and password. You can also create a new account if you don’t have an existing one. Once you’re logged in, you can start exploring your account data by clicking on the tabs at the top of the page.
The first tab, Overview, provides a snapshot of your current portfolio holdings as well as performance data for the past year or so. The Portfolio Details tab lets you see more detailed information about each individual asset in your portfolio and how it has performed over time. The Account Details tab lets you see all of the different accounts that are linked to your personal investment profile, including brokerage accounts, mutual funds and other retirement plan accounts. Finally, the Transactions tab shows all of the transactions that have taken place in your account since you last logged in.
If you have any questions about using the Iwealth Planner Portal
Conclusion
If you are having difficulty logging into the Iwealth Planner Portal, please follow these steps:
1. Make sure that you have an active I Wealth account. If you don’t have one yet, sign up for a free trial at www.IWealthPlanner.com today!
2. Verify your email address and password by clicking on the links in the confirmation email that we sent to you after signing up for your account.
3. Enter your login information into the form below and click “Log In” to enter your account. If you still experience difficulties logging in, please contact them at [email protected] and we will help guide you through the process.