Download it free from the Apple App Store or Google Play Store

Access your Windward account information from your phone or tablet any time. The Envestnet Client View app is a convenient and secure way for our clients to monitor their financial portfolios.

Instructions for Downloading the App

• Search for “Envestnet Client View” in the App Store and download.

• Open the app, use the email address and password for your Windward Portal.

  • The portal code is “windward”, with all lowercase letters. You may be prompted to answer a security question upon your first login.

Helpful Tips

• To change which account you are viewing or to view all accounts, click on the filter button in the top right corner. Select the drop-down carrot under “Show data for” and then click “Apply” to see your changes.

• You can easily view documents and reports across the bottom toolbar. You can now upload documents from the app by going to Documents and then selecting the upload button.