Great news – we’re in the process of creating a dashboard that will let you view
all your portfolio information securely in one place. In the meantime, login to
Investment View to view a snapshot of your account(s).
- Click here to take you to the Investment View home page
- Click on the “Registration” button and enter your social security number and the following temporary password: AB06469500
- Create your own User Name and Password and submit the online registration form
- Wait for the confirmation email letting you know that you are ready to access the system!
If you have any questions, want make changes to your account, or need help accessing an account outside of Harvest Wealth Group, please contact us.