Online Mutual Fund Portfolio

This service currently provides access to your personal Online Mutual Fund Portfolio information, reflecting unit values at the close of business on the previous market day. Current pending transactions may not be included in this Portfolio. 

Access to your Online Portfolio is provided by The Merit Group Insurance & Financial Services. We will assist you with all technical situations relating to the use of this Online Portfolio. All Mutual funds information will be provided to you exclusively by your Financial Representative.

IMPORTANT: Due to the recent change from mutual fund dealer ING Wealth Management Inc. to Worldsource Financial Management Inc. you will need to contact our office to set up a new login.   Email for new user login.

Click here to access the Log-In page.

Mutual funds distributed by Worldsource Financial Management Inc. mutual fund dealer.