Wealth Advisory Online Services

Enjoy the convenience of easy online access to your German American Wealth Advisory accounts using your desktop, tablet or smartphone! You'll find our "My Wealth Advisory Account" online access and our "Wealth Advisory App" convenient, secure and simple to use.

My Wealth Advisory Account online
My Wealth Advisory Account online access is powered by Client Point. When you log in, you'll have convenient access to your German American Wealth Advisory accounts and enjoy the following benefits:

• View account information and recent transactions.
• Access tax information.
• Download important documents.
• Enroll in paperless eStatements for easy access to your statements.
• Read quarterly newsletters.

To enroll in My Wealth Advisory Account powered by Client Point, and the Wealth Advisory Mobile App, download and complete the enrollment form or contact your German American Wealth Advisor.

Find guides here to review your IRA statement or your Trust and Investment Management statement.

Wealth Advisory Mobile App
For a quick review of your German American Wealth Advisory accounts on-the-go, download the German American Wealth Advisory app. Key features include:

• A secure environment, protecting your information.
• Access to your financial information in a clear and simple format.
• Ability to use your fingerprint or face recognition as a convenient and secure way to sign in.
• A snapshot of your total portfolio on an aggregated basis or by individual account.
• Detailed holdings information.
• Recent trade activity and transactions.

Click the app store link below to download the German American Wealth Advisory Mobile app: