Client Login

NetClient CS Login – CPA Portal

The safe and secure way to exchange documents with Ehlen Heldman & Company.


Access your NetClient CS portal to transfer documents or view your tax organizer.

(Please do not upload any wealth management services documents to this portal.)

NetClient CS Login

Click here or copy this URL to your browser: https://secure.netlinksolution.com/nextgen/#/home/dashboard

Need Help?

View our training video for assistance with:

  • How to Log In
  • How to Update Your Password
  • How to Retrieve a File or Document
  • How to Upload a File or Document

Sharefile Login – Wealth Management Portal 

The safe and secure way to exchange documents with EHC Wealth Advisors LLC.

Access your Sharefile portal to transfer documents.

Sharefile Login

Click here or copy this URL to your browser: https://1stglobal.sharefile.com/Authentication/Login


Wealthscape Investor Login – Account Access

The secure login to access your National Financial Services LLC account.

Access your Account to:

  • View Account History
  • Change Document Delivery Preference
  • Obtain Statements & Tax Documents

Wealthscape Investor Login

Click here or copy this URL to your browser: https://investor.wealthscape.com/1stglobal/investor-index.html

 






Forgot password?