Accessing your account
Our technology platforms are specific to distinct client needs. Please select from the options below to login and view your account information.
M.View
This Mesirow account portal offers you access to your account information, portfolio performance, statements and more. If you need login credentials, please contact us at wealth@mesirow.com.
Wealthscape Investor
This National Financial Services (NFS) account portal offers you access to your wealth account information, transaction history, tax forms and statements
Schwab client portal
This Schwab account portal offers you access to your wealth account information, transaction history, tax forms and statements
eMoney
For our clients who have an account with a Mesirow wealth advisor to access your personalized financial plan and your stored documents.
Benefit Manager
Plan Participants: View individual account information, modify elections and access plan features
Plan Sponsors: Manage plan participation, administer election and record financial plan information