skip to Main Content

Worldsource Financial (WFM) Client Portfolio Access

Already registered for access? Click on Investor Login

Enter your Worldsource Financial ID# and password. Your WFM ID# is unique but you may have more than 1 ID if additional accounts are not linked together. Your WFM ID is located on the top right corner of your Worldsource Statement.

Don’t know or can’t find our Client ID or password? Having technical problems? Send an email to our Administration Department for assistance:

Cheryl Fricker


Not registered yet?

Click on Register

Enter the invitation code: ONLINE

Enter an account number – either a WFM Plan number from one of your accounts or a mutual fund account number listed beside the name of one of your investments.

Enter the last 3 digits of the SIN and the Date of Birth of the Owner of the Account

Once a registration is submitted you will be prompted to set up your unique password

Back To Top