Investment Account Login
BANKOH INVESTMENT SERVICES, INC.
Wealthscape
If you have a brokerage account or managed account, please reach out to your Financial Advisor to access your balances online.
You may continue to access Wealthscape until October 8, 2025. Please ensure you download any statements you need for your tax records before this date.
BANKOH ADVISORS
Adviceworks
If you have your login information from your Financial Advisor, please continue to the button below.
If you do not have your login information, please contact your Financial Advisor at 808-694-8500 to get started.
Exciting updates are on the way!
As you know, we are transitioning to a new broker dealer to better serve you. If you have any questions, please contact your Financial Advisor at 808-694-8500.
What does this mean for you?
- The way we work together and the relationship you've built with your advisor will stay the same. Over the coming months, your account(s) will be transitioned to the new platform, bringing additional benefits including an elevated digital experience.
- Consolidated view of your accounts by providing the ability to link bank accounts, mortgage, real estate, and other assets and liabilities.
- Securely share and collaborate on important documents with your Advisor – no need to email, fax, or physically send documents.
- Better financial planning tools: Set clear financial goals to track your budget and better manage spending and cash flow. Edit your financial goals as they change and prioritize and track your progress.
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