Accessing our client portal app

Account information, performance reports, and statements at your fingertips.

19 October 2022

Access your Westmount account information, quarterly performance reports, and statements from anywhere, at any time, with the My Westmount app! The My Westmount app is free to download and can be found on the Apple app store (for iPhone users) and Google Play store (for Android users).

How do I get the app?

To get started, download the My Westmount app via the Apple or Google Play app stores. After your download is complete, you will log in using the same client login you use for your desktop portal.

Please Note: If you need to reset your account, we are happy to help! Give us a call at 310-556-2502 or email us at info@westmount.com for questions on resetting your password.

My Westmount screenshots for accessing the app

What can I use the My Westmount app for?

Most clients use My Westmount to look up investment reports, quarterly statements, private investment reports (if applicable), performance, and account activity. Below is an example of what these reports may look like via the client portal app.four views of the My Westmount portal app

Are My Westmount and The Schwab Alliance Portal the same?

Schwab Alliance serves a different purpose than your Westmount client portal.

Westmount clients can use the Schwab Alliance portal to electronically approve move money requests, complete account paperwork sent through Schwab DocuSign, and access monthly statements or tax documents.

If you have any questions on accessing the Schwab Alliance portal, please contact 800-515-2157.

 

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Disclosures

This report was prepared by Westmount Partners, LLC (“Westmount”). Westmount is registered as an investment advisor with the U.S. Securities and Exchange Commission. The information contained in this report was prepared using sources that Westmount believes are reliable, but Westmount does not guarantee its accuracy. The information reflects subjective judgments, assumptions and Westmount’s opinion on the date made and may change without notice. Westmount undertakes no obligation to update this information. It is for information purposes only and should not be used or construed as investment, legal or tax advice, nor as an offer to sell or a solicitation of an offer to buy any security. No part of this report may be copied in any form, by any means, or redistributed, published, circulated or commercially exploited in any manner without Westmount’s prior written consent.