For all accounts with online access,
please click here   

* As you will notice, there is now one login for all of your account information. There have been enhancements to the system to make viewing account information more concise. You will not be able to look up transactional and performance information on the same system as viewing statements and confirms. A new link for performance data will be accessible from the system. However, for the time being you will need to re-login when accessing this portion of the system. Please use your Pershing ID and password to login for the initial access. The login for the performance information access is the same as your Pershing ID, however please contact your Associate Portfolio Manager to provide you with your default password or help setup a new account.

Please see the steps / screenshot below for guidance on how to access the site:

1. Click on the Portfolio link
2. Select Performance Information from the left hand menu

For help and support or to register for various online services, please contact members of our Client Services group by sending an email to sarah@wpstewart.com. For immediate assistance please call Sarah Morris at 888-695-4092.