JLBennett Financial

FundEX WealthView

Click on the button above to be taken to Fundex's client account access and secure portal service. Clients can access detailed account information using this service by entering their FundEX client user ID number and secure password.  Sensitive documents can also be securely exchanged once logged in.

For first time users of the FundEX WealthView service, clients will initially be required to register their client ID number(s) and create a secure password. If you do not have your FundEX client user ID number, please send an email to [email protected] for assistance.