Account View 2.0 Overview Your relationship with your friends and family are naturally top of mind, but your financial wellness likely is as well. To make it even easier for you to stay connected with your financial professional and your information, you need the right technology.The Account View 2.0 mobile app and desktop portal brings enhanced capabilities, so you can access your information from anywhere, anytime. This allows you to focus on your financial aspirations and how you’re trending towards your goals.With a modernized dashboard, you get a simple view of your account information so you can get a simple view of your account information so you can see everything in one easy-to-understand view. Connectivity and convenience- that’s what the Account View 2.0 experience delivers. Benefits of Account View 2.0 Account View 2.0 allows investors to:Access their accounts on a mobile device with the new mobile appEnjoy a modern, easy-to-use design, giving them a snapshot of their accountsCustomize the mobile app summary pageAbility to go paperless with over 99% of your communicationsSet up two-factor authentication for an additional level of securityWatch the Account View 2.0 Overview video How to Get Started Contact a member of the Westfield Investment Services Team and let us know you would like to access Account View 2.0.Verify your account- you’ll receive an email confirmation to the email that was provided. Only you have access to that email and only you will be able to activate your Account View Access. Your email address is your username. You will also need to enter the last four digits of your social security number.Accept the Terms and conditions- Please read through our terms and conditions and hit the “Agree” button to activate your account.Create your password- Follow on-screen instructions to create a secure password.Congratulations! You now have access to Account View. Your account has been successfully activated. Once logged in, you are now ready to begin using Account View 2.0. Frequently Asked Questions Need to learn more about Account View 2.0? View a list of our frequently asked questions here. Learn more Contact Us to Get Started with Account View 2.0 Name Email Address Phone Question Thank you! Oops!