My Wilsons provides clients of the Australian financial advisory firm Wilsons with access to their investment portfolio information, market data and Wilsons’ proprietary research.
Clients have access to:
- A total portfolio summary
- Portfolio Valuations
- Asset Allocation breakdown
- Stock Quotes
- Stock Watchlists
- Company news
- Company dividend history
- Company historical charts
- Index Summary
- Transaction history
- Our latest research
Wilsons Private Portfolio clients will also have access to:
- Realised & unrealised CGT information
- Income history
- Cash account transactions
Note: You must be a current Wilsons client to use this app
For more information, please liaise with your Wilsons advisor or to become a Wilsons client, please visit www.wilsonsadvisory.com.au
Ratings and Reviews
Log in with my username and password, it opens up with the correct name but my portfolio is listed as zero. Dosnt seem to connect to my online portfolio.
Have deleted the app and redone loaded it and I get the same thing. Not sure if I’m doing somthing wrong or if it just dosnt work. Can’t find anything about it on the internet anywhere yet.
Up to six family members will be able to use this app with Family Sharing enabled.