Windward Portal FAQs

What You Can Do in the Portal?

• View managed portfolio performance and account information in one place.

• Securely upload and retrieve important documents, such as tax returns and billing statements.

The portal is one of the ways we help you manage your wealth with clarity, organization, and confidence.

How Do I Log In?

To access your Windward Portal, click the orange Windward Portal Login button above. Once you are logged in, you will see a navigation menu on the left-hand side, including a Documents section where you can upload and view files.

How Do I Upload Documents to My Portal?

Uploading documents securely through the portal is the best way to share sensitive information with our team.

Follow these steps:

1. Log in to your Windward Portal using a web browser.

2. In the left-hand menu, click the “Documents” tab.

3. Click the blue “Upload File” button.

4. In the upload window, click “Browse Files” and select the document(s) from your computer.

• You may select multiple documents at once, or upload them one at a time by repeating this step.

5. Click “Upload” to complete the process.

6. To confirm your upload, return to the “Documents” tab and look for your file in the Recent list.

Upload tips:

• Maximum file size is 100 MB.

• File names cannot contain certain special characters (/, \, *, ?, or ").

• File names should not include more than one file type extension (for example, avoid “mytaxstuff.pdf.docx”).

When you upload a document, Windward receives a notification that a new file has been posted to your portal.