NEW Windward Portal and Mobile App
New interface, additional reports, and enhanced features
We are excited to announce that the Windward Portal has been updated with a new interface, additional reports, and enhanced features. While the look may be different when you log-in next, all your investment information and documents remain fully accessible.
Upload Documents Securely
Uploading documents to your Windward Portal through your web browser is easier than ever. Download our Secure Upload Guide here.
Download the *NEW* Windward Portal App
Access your Windward account information from your phone or tablet any time. Delete the old Windward app and download the new Windward Portal App free from the Apple App Store or Google Play Store.
Download "Envestnet Client View" in the App Store and use your current Windward Portal credentials to log in
Enter "windward" as the portal code (all lower case)
We'll review the updates to your portal together during your next Regular Progress Meeting. For any immediate questions, please contact your wealth management team and/or email info@windwardfp.com.
