Client Login

Welcome to Worldsource Financial Management’s InvestorNet!

This secure system acts as your personal financial reporting tool by providing you with a consolidated view of your assets held at Worldsource. The holdings and market values are updated daily and are available anywhere you have internet access.

Richard's clients can access this service, login using their secure personalized Username and Password.

New clients who require a password or Existing clients who require a password reset, please contact Wendy Walker either by phone at 1-800-661-7999 ext. 227 or by email at