Your Accounts/Useful Links

Below are some links that you may find helpful in gathering information or checking on your accounts. If you have any questions, please don't hesitate to contact our office at (858) 550-7090.


Your Accounts:

Your Portfolio:


SagePoint/Pershing Brokerage Accounts Only

View account activity, statements and tax forms (such as 1099's) Also, make choices on electronic delivery on this site. (Click here for detailed instructions on how to set-up your online access.)

Consolidated (Brokerage and Non-Brokerage Accounts)

One View provides a useful consolidated view of investment accounts you have through WHP Financial. Always refer to statements directly for your various investment sponsors for details and tax information.



Investment Companies:

American Finance Trust, Inc. (previously American Realty Capital Trust V, Inc.)

American Funds (Individual)

American Funds (Retirement Plan Owners)



Catchmark Timber (previously Wells Timberland)

Columbia Property Trust (previously Wells II)


First Eagle

First Mercantile Trust

Franklin Templeton

Healthcare Trust, Inc. (previously American Realty Capital Healthcare Trust II)

Hennessy Funds

Highlands REIT Inc. (InvenTrust Properties Corp. spinoff)


InvenTrust Properties Corp. (previously Inland American Real Estate Trust Inc.)

John Hancock (Individual)

John Hancock (Retirement Plan Owners)

John Hancock (Annuities)

John Hancock (529/College)


Keeley Funds

Nationwide Financial (VA)


Philipps Edison & Company (previously Phillips Edison Grocery Center REIT I)

Phillips Edison Grocery Center REIT II

Piedmont Office Realty Trust, Inc. (previously Wells I)


Retail Properties of America (previously Inland Western)

SABRA (previously Care Capital Properties, Inc.)

Salient (Forward Funds)


Tier REIT (previously Behringer Harvard)


Ventas REIT (previously Realty Capital Trust-Health Care Trust)

VEREIT (previously American Realty Capital III and American Realty Capital Properties)


Xenia Hotels & Resorts Inc. (spinoff of Inland American Real Estate Trust Inc.)

Yacktman Asset Management



CFP: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

FPA: The Financial Planning Association® (FPA®) is the largest membership organization for CFP professionals in the U.S. and also includes members who support the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

FDIC: The Federal Deposit Insurance Corporation site provides information on how bank deposits are insured and other consumer protection information. From this site you can also access the Electronic Deposit Insurance Estimator, which will give you an estimate on what portion of your bank held funds are insured.

FINRA: The Financial Regulatory Authority, Inc. site provides investors information on how to protect themselves from fraud as well as general information on investing.

IRS: Head to the Internal Revenue Service's site to view the most up-to-date tax laws, download forms and guidebooks, get answers to all your tax questions via the Interactive Tax Assistant and learn about important tax benefits that may help you lower your taxes.

Social Security: The Social Security website contains information about Social Security's online services. Features include applying online for benefits, retirement information such as statements and many other topics.

Tax Library: View and download Federal Tax Forms, find Tax Rates, view tax publications, and find key dates for the upcoming tax season.

PLEASE NOTE: The external links being provided here are strictly 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 the 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 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.