InvestWell

Tutorial – Online Access

Welcome to our video tutorial on accessing your account online!

In this step-by-step guide, we will walk you through the process of logging into your account and navigating your way through the various features and functions available to you, so you can access your account with ease and make the most out of your online experience. 

Video 1, will answer what investments you are holding and how you are doing.

Video 2, will explain other platform functions such as how to access reports/statements and other investment details.