Client accounts are custodianed at Fidelity Investments or Millennium Trust Company, LLC. Clients can log in their accounts to review balances, account activity, retrieve account statements, and more at their custodian's website.
WEIL Client Portal
WEIL has developed a secure document delivery and storage website called Client Portal. Client Portal allows for the secure delivery of all electronic documents to clients via the Internet. It's another way that WEIL is decreasing its carbon footprint and increasing efficiency to serve our clients better.
Clients with compromised account access should contact WEIL immediately and may also refer to our Business Continuity Plan.
The Client Portal website is available to all clients. If you would like us to establish a portal for you, please contact us at (800) 355-9345.