Accessing Your Accounts

Log into your Nisivoccia Wealth Advisors Client Portal, here.

 

To access your Avantax account, please follow the below steps.

    1. Start by visiting the Avantax website.
    2. Click on “Login” in the top, right hand corner.
    3. Under Clients, you will see a Wealthscape Investor section. Click on the blue box.

If you already have an account, fill out your username and password to access your account. If you do not already have an account, click “Register” and follow the below steps.

  1. Fill out the corresponding questions (the last 4 digits of your social security number, first name, last name, and date of birth).
  2. Next, it will ask for the account number that is on your statement.
  3. It will then ask you to make a password and have a security question.
  4. With that, it will give you a successful registration with a USER ID – This number is important so write it down or print this page.
  5. Finally, click on “Continue to Home Screen” and then accept the terms of the online access. Once you do that, you will be in. You will have the opportunity to go paperless. To see the account you will click on “Accounts” in the top left corner and you will be able to access all accounts and have an access into the financial system. This system can do a lot of things from research on markets and stocks to planning calculators and economic overviews.