Waterworth Wealth Advisors, LLC

CONNECT

Address:

1225 South Main Street, Suite 103
Grapevine, TX 76051

Phone:

(817) 410-9000

Client Login

Welcome to the Waterworth Wealth Advisors Client Login page. Select your destination from the options below, and then click on the company logo to gain access to your account. We hope these convenient online portals help coordinate all aspects of your financial life.


 

 

MoneyGuidePro is where you can access your financial plan to see how you are tracking towards your goals. Through this portal, you can electronically link outside accounts, such as a 401(k) to your plan, which enables your financial plan to go “real time.”


 

 

Black Diamond provides reporting for your investment accounts at WWA. From the dashboard you can view and monitor your portfolio allocation, performance, transaction and activity summary (contributions, withdrawals, etc).

Download the app for Apple iOS or Android.


 

 

Wealthscape Investor (formerly Streetscape) offers the ability to update your account communication preferences to electronic or paper delivery, as well as, download statements and tax documents. In Wealthscape you can look up stock quotes, news, and add favorites to your watch list.

Download the app for Apple iOS or Android.


 

 

Your Egnyte Vault is a secure, encrypted document storage and file sharing portal. Through Egnyte, you can view, download, or upload important documents that contain your non-public information (i.e estate plan documents, tax, investment reports and statements). We feel this system is far superior to using email for sharing confidential information. We do use encrypted email, but email has file size limitations, can be littered with spam and scams, and is not a good long-term file storage solution.

Download the app for Apple iOS or Android.


The website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck