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Secure Financial Account Access Anytime, Anywhere, on any Device

Get to Know Account View 

Introducing Account View 2.0, our online portal that will give you 24/7 access to your accounts, statements, and secure documents. 

If you haven't set up your account yet, you should receive an email directly from Account View in regards to setting up your account. Simply click the link in the email and set up your password to activate your account. The link in the activation email expires after 72 hours (24 hours for Account View 1.0). If this happens, just contact us and we will send another one.


Please note: Your username will always be your email address.

Once your account is active, you will be able to access your account at any time on our website. Simply click on Account View in the top right corner of our website or you can find it in the menu of your mobile phone.

Go paperless with 99% of Communications

Getting Started with Account View

With the convenience and security of Account View 2.0, you can access your most up-to-date account information from your desktop, mobile phone, or tablet with just the click of a button or tap of a finger.

Understanding your accounts

  • Easily view the total portfolio value for all of your accounts at the top of the home page.
  • Monitor individual account balances, deposits and withdrawals, and investment returns.

Tracking your accounts

  • View account performance by time period using the time selector tool.

Account View Tips

  • We encourage all of our clients to set up an online portal so they have on-the-go access to their accounts and can opt to go paperless with 99% of communications.
  • Please note: Account View works best in a Chrome browser, and is not recommended for Internet Explorer. 

Click here to learn more about account view  |   Click here if you need help resetting your password?

About PBC Private Wealth



PBC Private Wealth advisors always act in the best interest of our clients and their families.



PBC Private Wealth strives to develop our clients' financial plans so that they can live a balanced life before and after retirement.



PBC Private Wealth advisors take pride in guiding our clients financially and being there through life’s challenges.

PBC Private Wealth represents our commitment and dedication to our clients. As CERTIFIED FINANCIAL PLANNER™ Professionals, we seek to understand your life, who's in it, your goals, and your challenges. We dedicate ourselves to creating a plan as unique as you and your circumstances. We commit ourselves to developing in-depth, long-term relationships with our clients, consistency in our approach, and serving as your financial planning partner in your life journey.