Online account access.
We offer you secure 24/7 access to your financial picture through the Heritage Portal and additional resources.
The Heritage Portal allows you to access current and historical performance for your investment portfolio as well as detailed transaction and holdings reports, quarterly performance reports, and additional communications. You can also use the document vault in the Heritage Portal to securely upload files for your team to review.
You can also access your investment account information directly through our custodian partners, Charles Schwab and Fidelity.