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Great news – we’re in the process of creating a dashboard that will let you view
all your portfolio information securely in one place. In the meantime, login to 
Investment View to view a snapshot of your account(s).
How-to: Get started with the Investment view
To get started, follow these simple instructions:
  1. Click here to take you to the Investment View home page
  2. Click on the “Registration” button and enter your social security number and the following temporary password: AB06469500
  3. Create your own User Name and Password and submit the online registration form
  4. Wait for the confirmation email letting you know that you are ready to access the system!

If you have any questions, want make changes to your account, or need help accessing an account outside of Harvest Wealth Group, please contact us.

Broker Check

Location

Our office is conveniently located in the heart of Exeter, CA.
You'll find us on the corner of Maple and E.

 

Form CRS

Ameritas Investment Company, LLC

Ameritas Advisory Services, LLC

Address

Harvest Wealth Group
160 S E Street, Exeter, CA 93221
Phone: (559) 592-3200
Email: Contact@harvestwealthgroup.com

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© Copyright Harvest Wealth Group

Check the background of your financial professional on FINRA's BrokerCheck.

*Representatives offers products and services using the following business names: Harvest Wealth Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Harvest Wealth Group.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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