F&P Website Login
Login to the client exclusive section of our website to gain access to password protected content, events, blogs and more!
FundEX Wealthview **New improved portal effective November 21, 2016
FundEX Wealthview provides you with a consolidated view of all of the investments you have placed through FundEX Investments Inc., either in their capacity of mutual fund dealer and/or exempt market product dealer. It is a regulatory requirement that FundEX reports to you on a regular basis.
For registration and family linking instructions follow the links below.
Questions? Contact us.
F&P SmartView (no new logins being set up, new portal under construction)
As a client of Fraser & Partners you have an online resource that securely stores relevant life planning and financial documents such as your financial strategy, tax information and Will.
B2B Bank Investor Access
If your investments are held in self-directed accounts with B2B Bank Financial Services Inc. as the trustee, you can login directly to B2B for specific information on those self-directed accounts. This access may not give you the complete listing of the investments which you have placed through Fraser & Partners. It is a regulatory requirement that B2B Bank Financial Services Inc. as your trustee, reports to you on a regular basis.