Broker Check

Account Access

At Potomac Wealth Advisors, LLC we aim to provide you with detailed information on your accounts at any time, day, or night. At the same time, we are committed to protecting the privacy and data security of our clients. Experts recommend that you change your passwords frequently. It is also recommended that you do not use your name, account number, social security number, or date of birth, and not use the same password for multiple sites.

  1. View Your Accounts with Potomac Wealth Advisors - Please note that three failed login attempts will result in an account lockout. Passwords must be changed every 90 days.

  2. View your Managed Portfolios on the Envestnet Platform

  3. View your Managed Portfolios on the MorningStar Platform

  4. Retrieve Your Statements or 1099 forms for Account Starting with 47G

  5. Retrieve Your Statements or 1099 forms for Account Starting With 5YV

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.