Portal Main Page – Axxcess Wealth Management

Welcome to the Axxcess Portal

Axxcess Client and Prospect Portal
Learn about the main areas of the Portal below:

Ready to get started? Lets start linking accounts now!

The Insights Dashboard allows you to add accounts, view your holdings and cash flows, and link your outside accounts.

If you are just starting out, this is the first place to visit.

The Holdings page summarizes your assets.

Performance is enabled for accounts managed by Axxcess. Your outside accounts can be tracked under Balance Sheet.

View your client profile and risk tolerance on this page.

Learn more about how to add accounts to the portal: