Your accounts, at a glance.
Log in to view your investment portfolio or review your complete financial plan. Choose the portal that matches what you need.
Your primary investment portal. View account balances, holdings, transactions, statements, and tax documents — all in one place.
Your complete financial picture. View your financial plan, track progress toward goals, and see how all your accounts — inside and outside Kingston — work together.
Not sure which one to use?
Here's a quick guide. If you're still not sure, give us a call and we'll point you in the right direction.
Download our step-by-step guide to setting up your Wealthscape account for the first time.
Wealthscape setup guide →You can reset it directly on the login page, or contact us and we'll walk you through it.
Contact us for help →We all need a little help sometimes. Call our local team — no automated phone tree, just us.
Call 860.432.9043 →