Online Access to your Centered Wealth Account(s)

Did you know that you have online access to your accounts with Centered Wealth? The majority of our accounts are held at National Financial Services. Wealthscape Investor is the online portal for National Financial Services. Grab a copy of your account statement and follow the instructions below to register for your account and sign up for electronic document delivery. Scroll to the end of this email for important tips & tricks! Questions? Simply reply to this newsletter! Or, email info@centered-wealth.com.

Important Tips & Tricks

After you've set up your Wealthscape Investor account on your computer's web browser (Chrome recommended), download the Wealthscape Investor app to view your account information on your mobile device:  iOS Apple - Wealthscape Investor App Google Play - Wealthscape Investor App

Be sure to download the Investor version of Wealthscape! Look for this icon in the app store! ***There are multiple versions of this app and using the wrong one will result in account lock-out.***

Here is a .pdf version of the registration instructions above. Here is the full Wealthscape Investor User Guide.

Bookmark the URL: investor.wealthscape.com for the next time you log on!

Signing up for a Wealthscape Investor account will allow you to suppress hard copy statements and documents and instead receive an email notification when your documents are ready to view. Please note, that if you have multiple accounts, you'll need to customize the document delivery settings for EACH account. To access these settings, click "Service" in the upper right of your Wealthscape Investor portal. Remember to click "Save" before clicking on the next account! We recommend changing all document delivery settings to "Electronic" except for your tax documents. Tax documents will still be available electronically, but you're less likely to miss a tax document if it gets mailed to you. BE SURE YOUR EMAIL IS ENTERED CORRECTLY FOR YOUR eDELIVERY NOTIFICATIONS.

Email notifications for your statements and documents will come from: VANDERBILT SECURITIES LLC and/or VANDERBILT ADVISORY SERVICES <e-notification@mail.mybrokerageinfo.com> (Do Not Reply - Email not monitored.)

Read each step of the instructions for registration carefully and make sure you write down your Investor ID.

Make sure you configure your security settings right away. This will help keep your account secure and prevent account lock-out. After you've completed registration, log out and immediately log back in to make sure you maintain access to your account.

Do you use a password saver like LastPass or Keychain? Your credentials might get incorrectly saved under "mystreetscape.com" in your password saver and make automatic login difficult. Double check your password saver saves the URL for your login as investor.wealthscape.com.

Do you use the Centered Wealth Financial Planning Portal?  After you've registered for your Wealthscape Investor account, you can have single sign-on (SSO) access to Wealthscape Investor through your planning portal:

Log in to your planning portal, click the investments tab and then click the Wealthscape Investor button. You'll also have access to your statements and documents in your Vault, under the "Brokerage Account Documents" cloud folder.