Credentials
During the Onboarding Process you will be provided with the necessary credentials to access ClearView Portal.
Log In to ClearView Portal
Once you visit the website by entering its URL https://portal.wealthtechs.com/ enter your username or email address in the designated field.
If you need any help while trying to access to ClearView Portal, contact us at: support@wealthtechs.com
Forgot Password
If you forgot your password click on “Forgot Password?” and follow the instructions to set up a new password.
To recover ClearView Portal Password, you will need to enter your registered user email.
Then, check your email to reset your password. You will receive a link to access to ClearView and reset your password.
Click on “Reset Password” and this will redirect to ClearView site to confirm your new password.
If you did not request a password reset, send an email inmediatly to support@wealthtechs.com with the subject “Password Reset Request Received – I did not request this reset.
Insert your registered email user and select a new password. Then insert again your new password to confirm it.
Once you confirm your password, it will be reset.