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.
- Setting up your account
- Navigating your portfolio dashboard and homepage
- Exploring your document vault
- Accessing the portal with your mobile device
- Update your balance sheet