WealthTracker

TrackINg Your Wealth

This service allows clients (who have pre-registered) to view up-to-date account valuations and reports in just a few clicks, 24 hours a day, seven days a week.

WealthTracker

WealthTracker is an on-line service, accessed through the HollisWealth website.  Using this service, clients can view current account holdings and balance information which is updated daily.  Clients can also choose to enable e-delivery to receive account statements electronically.  You must be set up prior to accessing this service.  

If you are a client of Insightful Wealth Group and would like to access WealthTracker, please call Kelsey at 604-575-6911 or toll free 1-866-575-6911. 


If you have already been set up, simply click here to view your accounts.  Enter your assigned User Name and Password in the top right area of the webpage by clicking the blue icon 'WealthTracker Login' and then follow the instructions.

You'll find some great features in this wealth-tracking program, so browse around a bit!

If you require any assistance while using WealthTracker, please contact Kelsey by phone (604) 575-6911 (toll free 1-866-575-6911) or email.