TriCapital Client Portal
This is our clients’ preferred method to access their accounts online and is where you can view all of your portfolio values and their performance. If you are not set up for access to the Client Portal, please contact a member of our team to get set up today!
Wealthscape Brokerage Accounts
NFS Wealthscape is where you can view your NFS account documents such as monthly statements, trade confirmations and tax documents. If you have any questions about accessing your account via Wealthscape, please contact a member of our team and they will be happy to assist!