Welcome to our new Wealth Management Online Portfolio

Our system is now available for your use. If you find you are not receiving your one-time-only emailed password at your existing email address we have on file for you, please review your security settings for your email. There are some instances where your server may intercept this message or divert the message to your spam filter. If you need assistance with our new system, please contact us at 509.353.2297 or 509.353.2288, or call Priority Service at 800.788.4578.


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New Features
Available with the Upgrade:

Enhanced statement reporting

"At a Glance" statement view of portfolio information

Simplified online navigation

Minimal change to information access


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