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Your Custom Account Portal View your investment accounts online at wfsequipt.com or download the WFS eQuipt mobile app on your iOS or Android device. Use this guide to learn how to sign up and navigate
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How to fill out view your investment accounts

01
Log in to your investment account using your credentials.
02
Navigate to the 'Accounts' or 'Portfolio' section on the dashboard.
03
Select 'View Your Investment Accounts' option.
04
Review your account summary, which includes account balances and asset allocations.
05
Click on individual accounts for detailed information on holdings and performance.
06
Utilize filters or sorting options to analyze specific investments or time periods.
07
Save or print the reports for your records, if necessary.

Who needs view your investment accounts?

01
Individuals who have invested in stocks, bonds, or mutual funds.
02
Financial advisors managing client investment portfolios.
03
Account managers overseeing investment accounts.
04
Anyone looking to monitor or review their financial progress and investment strategy.
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View your investment accounts refers to the process of accessing and reviewing the financial accounts related to your investments, including stocks, bonds, mutual funds, and other securities.
Individuals or entities with taxable investment income or those who hold investment accounts are generally required to report their investment accounts and transactions.
To fill out view your investment accounts, you typically need to collect your account statements, report any income or capital gains, and ensure that all required fields are accurately completed on the relevant forms.
The purpose of viewing your investment accounts is to track the performance of your investments, ensure accurate reporting for tax purposes, and assess your overall financial health.
Information that must be reported includes account balances, investment income, capital gains, selling transactions, and any dividends received during the tax year.
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