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Account Access

As a benefit to our clients, we provide customer account access, quotes, and research information through our clearing firm, National Financial Services (NFS), and through Morningstar Office Client Web Portal.  When accessing account information, you will be leaving our website and entering the website of either NFS or Morningstar.  This service is provided as a courtesy to our clients and is not maintained by or under the control of CSB Wealth Management. These links are for your convenience only. If you haven’t registered for online access, please contact us today.


 

Morningstar link

 

Morningstar Web Portal Access

 

 

Wealthscape Investor Login

My Wealthscape Account Access