Plante Moran wealth resource center

A new way to view your wealth

Welcome to your Plante Moran Wealth portal and mobile app resource center with guided videos and downloadable PDF.

Plante Moran Wealth, our digital client experience, provides a comprehensive view of your wealth, including your portfolio balances and investment details. You can also share documents, contact your relationship manager, and more.

Below we have a helpful PDF guide and a series of videos to help you get started. If you have any questions not covered in these materials, please contact your relationship manager.

Video guides:

  1. Setting up your account
  2. Navigating your portfolio dashboard and homepage
  3. Exploring your document vault
  4. Accessing the portal with your mobile device
  5. Update your balance sheet
Get started: Your PDF quick start guide is a click away.
Download Now

1. Setting up your account

2. Navigating your portfolio dashboard and homepage

3. Exploring your document vault

4. Accessing the portal with your mobile device

5. Update your balance sheet

Questions?

If you have any questions about the Plante Moran Wealth web portal and mobile app, please contact your relationship manager or download the PDF help guide here.