To the client login, your password protected access to resources.

Client Logins

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.

Watch the 2-minute introduction video here.

For registration and family linking instructions follow the links below.

Registering for Wealthview

Family Linking for Wealthview

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.

F&P e-Courier Account
Your e-Courier account is a secure communications service for the transmission of your financial details and instructions. Contact us for your login credentials.

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.