Information from WealthPoint can be viewed in a couple of ways:

  • When the WealthPoint search is initially completed, you will receive a popup message informing you the search has been complete. Click on the message to view Wealth details:

    Message that appears after a WealthPoint search has completed

  • From a constituent record click on Wealth Summary tab
  • From the Wealth Summary tab, you can also click on any of the hyperlinks below Assets and Other indicators to access those specific details.
  • Within any of the Wealth details, you can also navigate to the other Assets or indicators by clicking on the drop down link next to the area you wish to view