We’ve developed the tools here with you in mind! They include the Registration Guidelines and Quick Reference Card, which provide you with details on the registration process and an at-a-glance view of the system’s capabilities and helpful reminders.
Please note, if you are a current Wealthline user, during the registration and transition process WealthLine will continue to be available to you. You will not need to take any action to close your WealthLine account. We will be retiring the website 60 days after the launch of Wealth HorizonTM.
If you require more assistance, we would be happy to go through the process with you. Please contact your relationship manager at any time or the Wealth HorizonTM administrator at: Email: wealthhorizonadmin@plantemoran.com, toll free at 877.511.0873.
We welcome comments and questions anytime.