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Wealthscape Brokerage Account Monitoring For Arete

Wealthscape (formerly Streetscape) is a detailed account monitoring service for assets held within National Financial Services LLC ("NFS") brokerage accounts. Clients wanting easy online access to their NFS account information are only a few minutes away from registering with Wealthscape. Once registered, clients will have access to live-updated NFS account information, including their electronic statements and tax information.

Please be aware that Wealthscape does provide information on accounts held outside of National Financial Services LLC.

Update after Broker Dealer Transition to Arete Wealth Management, LLC.

Clients can open a new Wealthscape InvestorTM account with our new broker dealer to view their transferred brokerage accounts by following the enrollment instructions below. YOU WILL NEED ONE OF YOUR NEW ACCOUNT NUMBERS - SECURITIES AMERICA IDS WILL NOT WORK.

Sign-up for an Investor Account Reporting Portal




Use AFTER your Self-Enrollment is complete



MoneyguidePro Client Account Portal

MoneyGuidePro is a top-of-the-line piece of Financial Planning software that we use to build and stress-test Retirement Planning scenarios. Now, the Client Portal feature allows us to share MoneyGuidePro with our clients to build, view, update, and test their own Personal Retirement Action Plans.

Please contact your Personal Financial Strategies, Inc. advisor for access to this feature.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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