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Wealth Management & Trust Portal

Access your wealth account(s) online.

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Access Your Wealth Account(s) Anytime, Anywhere

 

In today’s increasingly digital world, it’s never been more important to provide you an engaging online experience that empowers you to take control of your financial wellness. At Johnson Financial Group, we are committed to providing you with the online experience you desire through Wealth Management & Trust, paired with exceptional customer service by our team. Take a look at some of our most popular features and benefits.

Features

View Intuitive Dashboard

View an intuitive dashboard that provides quick insights front and center, so you know where you stand.

Navigate Summary Data

Easily navigate summary data such as portfolio performance, asset allocation information, holdings, and transactions.

View Real Time Holdings

View real time holdings and transactions data directly from Bank of New York Mellon | Pershing.

View Granular Data

You can view more granular data such as: 

  • Cost Basis 
  • Cash Invested
  • Unrealized Gain/Loss
  • Percent Gain/Loss 
  • Annual Income
  • Yield to Cost

Access Document Vault

Accessing statements and tax documents has never been easier through our secure document vault.

Integrated Technology

Through Bank of New York Mellon | Pershing’s technology integration capabilities, we are able to display all data and documents in our Wealth Management & Trust portal. This eliminates the need for clients to access multiple websites to see important account information.

Benefits

Security

Gain greater peace of mind and financial security

Time Savings

Easily navigate to view your all your account information within Wealth Management & Trust.

Convenience

Access your wealth account(s) anytime, anywhere

Enroll in Wealth Management & Trust

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Retirement & Financial Planning

Retirement planning can help you define how your income and assets can provide the lifestyle you want as well as healthy savings habits. Learn how to start planning for retirement today.

LEARN MORE about the options you have to make your retirement financially secure.
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Investment Management

Managing portfolios guided by your goals, sound research and a prudent investment decision-making process.

LEARN MORE about our investment management process.
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Estate Planning

An estate plan is simply a strategy to take care of the people you care about – including yourself.

LEARN MORE about estate planning and how it will help you protect your estate.
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Wealth Strategy

Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.

LEARN MORE about how putting together a wealth strategy will help you.
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Family Wealth Planning

Family wealth planning is a plan to determine how you would like to divvy up your wealth when you are gone, whether it gets transferred to family or charitable causes.

LEARN MORE about family wealth planning.
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Private Banking

As a private banking client, you will have exclusive financial solutions provided to you with personalized service to help you manage your finances wherever you are.

LEARN MORE about our private banking services.