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Client Access: Log In

Currently Registered Users click the Log In button below.

NEW WealthLine Users - To connect to the Glencrest Wealthline site for the FIRST TIME:

  1. Contact Laurie Hanson of Glencrest Investment Advisors, Inc. by calling 1-800-257-6650 and ask to be set up as a Wealthline User. You will receive an Enrollment ID and PIN via U.S. Mail.

  2. When you have your Enrollment ID and PIN click this link: https://www.wealthlinesite.com/gleninvest/Register.

  3. At the User Registration form enter a valid e-mail address, a password which you must create (must be 8 characters long
    and must contain both letters and numbers), the Enrollment ID and PIN and an answer to a security question.

  4. Read the Terms of Use Statement, check the "I accept" check box and click the "Register" button.

 

 

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