Investor Portal Migration

We have disconnected from Wealthblock as part of our migration to a better investor portal solution. This is a planned transition to improve your investment management experience with enhanced features and better support.

Our new InvestorDesk portal will be available in approximately 2 weeks. We are working diligently to ensure a smooth transition and will notify all investors via email as soon as the portal is ready for access.

Yes, all your investment information, including your portfolio details, transaction history, and account information, will be automatically transferred to the new InvestorDesk platform. You will not lose any data during this migration.

Once InvestorDesk is available, you will receive an email with detailed instructions on how to access your account, including login credentials and a link to the new portal. The process will be simple and straightforward.

Our team is here to help during this transition. If you have urgent questions or concerns, please book a call with our team through our calendar system, or contact us directly. We appreciate your patience as we work to improve your investor experience.