Putting your investments at your fingertips.
Account View makes it easy to stay on top of your portfolio performance 24-hours a day. In addition to your entire portfolio value, it gives you secure access to quotes, market performance, news and more, including:
- Daily changes in portfolio value
- Financial information that can be exported for analysis or tracking
- Chart of your investment allocation
- Graph of your portfolio growth over time
Let us show you what Account View can do to help you manage your portfolio. Sign up for a no-obligation financial review with a Financial Consultant at Webster Investments.Schedule a review
Financial Planning with WealthVision℠
The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.
The financial planning experience progresses through four stages:
- DISCOVERY – To create a clear financial picture
- PLANNING – To analyze your goals and resources
- SOLUTIONS – To develop strategies and prioritize actions
- MONITORING – To update your financial picture and revise the plan
With WealthVision℠, managing your financial life just got easier. Better organized. Accessible. Up-to-date. Adaptable to your changing needs and emerging priorities.
The WealthVision℠ platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, WealthVision℠ delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.
Securities and Insurance Products:
Not FDIC Insured Not Bank Guaranteed May Lose Value Not Insured by any Federal Government Agency Not a Bank Deposit
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, RI, NY.
The Webster Symbol and Webster Bank are registered in the U.S. Patent and Trademark Office.
Webster Bank, N.A. Member FDIC. Equal Housing Lender
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