Documents Archive

To access our client documents archive using a secure login, please click here.

Wealthscape®

If you maintain custody with National Financial Services, LLC, you can view your portfolio online using Wealthscape®. Click here to proceed to the login screen for Wealthscape®.

If you don’t have an active login for Wealthscape®, simply click on "Register" on the Wealthscape® login page and follow the instructions to set up your login information. Please contact us if you have any questions.

Free Wealthscape® smartphone and tablet apps are also available. For iPhone and iPad users, click here. For Android users, click here.

Please note that Wealthscape® and associated apps are maintained by a third party. Roberts Glore provides these links solely as a convenience and is not responsible for their content.