NFS Wealthscape Investor
Viewing your accounts at NFS can be done with Wealthscape Investor sm .
If you are on the Diligent Wealth Management website http://www.diligentwealth.com/ , select “Client Access” in the menu then Wealthscape Investor. Or you can go directly to Wealthscape Investor at https://investor.wealthscape.com/access/investor-index.html?login .
The first time, you will click “Register” below the Sign In boxes.
- You will then be asked to enter the last 4 digits of your Social Security Number, First Name, Last Name, and Date of Birth.
- Enter one of your account numbers. If you have not yet received a statement with your account number, please call me for that information.
- You will create a new password and confirm this password.
- Select a security question and enter your answer. After this step you will be shown your User ID. PLEASE RECORD THE USER ID AS WELL AS YOUR PASSWORD. You may continue to use this assigned User ID, or create a custom User ID later by clicking on “User Preferences”.
- Create additional security questions and answers, and accept the User agreement.
- Enter your email address and telephone number. If you enroll in electronic delivery, you will be asked two more times to enter your email address.
Call or email me with any other questions.