Wealth Portal
The WPS Wealth Portal provides our clients a secure environment in which they can interact on various aspects relating to the management of their investment and risk portfolios as well as providing a store for important documents.
BEEN HERE BEFORE?
Click on the button below to log in.
By logging in, you agree to the terms and conditions of use
LOGGING IN FOR THE FIRST TIME?
To request login details for the WPS Wealth Portal, please email support@wealthps.co.za and your login details will be assigned to you.
You will receive an email with your log-in name and a text message with your password. When you log-in for the first time you will be prompted to create your own secure password.
FORGOTTEN YOUR PASSWORD?
Kindly contact your financial advisor or email support@wealthps.co.za.
Features
The WPS Wealth Portal provides you access to the following features:
Investment Portfolio
Values and transactions in respect of your Investments under advice by WPS are updated daily. These figures will not be updated on weekends, public holidays or during our annual December shutdown.
Risk Products
Benefits in respect of your risk products under advice by WPS are updated periodically and the most recent update is available online.
Documents and Reports
Copies of all material and relevant documentation signed you and, most importantly, the records of the advice we have made are constantly available. You are able to view or download and save copies at any time.
My Details
You can update your basic information – Personal Details, Contact Information and Residential Address.
Let us contact you
Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.