How to access your portfolio if you have a MyWallSt Advisory account

To access your portfolio via the web you can follow this link. As part of your first log-in, you will be asked to confirm your details and answer some security questions. You will also need to reset your password. This will only be required once. 

For all future visits, you can simply log in with your MyWallSt Advisory email and password via any browser by following this link

The web-app is dynamic and runs very smoothly on both mobile and desktop browsers. If you would like to add quick ‘app style’ access on mobile, we have written a how-to article for both iPhone and Android that explains the steps for adding a portfolio link directly to your device’s home screen.

If you do not have a MyWallSt Advisory account but would like one, you can join the waitlist here to be the first to know once applications are open to new customers.


Was this article helpful?