Client Area

Login to your Worldsource Financial Management Inc. portfolio Click Here

You have secure access to your portfolio from the convenience of your home or office 24 hours a day, 7 days a week. Your portfolio is available on our web site that is linked to Worldsource Financial Management Inc. which is 128 bit encrypted owning the entire certificate. This is the highest level of security available, and it ensures your total peace of mind.

To view your portfolio, click on the above link, then enter in your Username, then enter in your Password. After you are in, once again enter your same username and passcode. On your first visit you should change your temporary password to one that is unique to you. At the top right hand side of the screen you will see an icon saying "Change Password". Please customize your own secret password and feel free to change it as often as you wish. For security reasons, if you do not visit the site regularly, after about 6 weeks you will require a reset by us.

If you forget your username or password, please call our office for assistance (403) 244-7400