Attention: Past TCV Portfolio Online Users
Portfolio Online has been replaced with Wealth Access. Your old Portfolio Online User ID and Password are no longer valid. Please use your new login credentials to access your account.
TCV is pleased to announce that our Portfolio Online account access platform has been upgraded to a more robust account information service called Wealth Access. Wealth Access is a best-in-class personal finance tool that allows you to securely review the assets, balance sheet, cash flows and asset allocation of your TCV account as well as accounts held at other institutions.
For answers to questions or to learn more about our TCV personal finance wealth portal, please speak with your Account Manager or Associate. We hope you find Wealth Access to be a very helpful financial management tool. It is our goal to make your transition from Portfolio Online to Wealth Access as seamless as possible.
TCV Wealth Access Account Information Service – Terms of Agreement
Please review the Terms of Agreement.
This Agreement governs the use of Wealth Access, the Internet financial account(s) information service provided by TCV. By using Wealth Access to view your TCV account(s) and external accounts, you agree to all of the following terms and conditions.
1. Definitions as used in this Agreement
Account and accounts mean ALL account(s) tied to your login credentials used through Wealth Access. You, your, and yours mean the person(s) using TCV Wealth Access. Equipment means smart mobile devices, laptop, desktop and tablet computers, and any device used to access your TCV Wealth Access Internet account. We, our and us refer to TCV and TCV Trust & Wealth Management.
2. Required Equipment
In order to use TCV Wealth Access, you need equipment (in this Agreement, your computer and the related equipment is referred to together as your equipment) with a web browser, a username and password. These login credentials are used to access your account portal through TCV Wealth Access.
You are responsible for the installation, maintenance, and operation of your equipment, browser and the software. TCV is not responsible for any errors or failures from any malfunction of your equipment, the browser, or the software. TCV is also not responsible for any equipment virus or related problems that may be associated with the use of an online system.
3. TCV Wealth Access Service
TCV Wealth Access allows you to obtain account balances and other information about your accounts. To use TCV Wealth Access, you must have at least one TCV account. Through Wealth Access, you will have access to any of your TCV accounts plus any financial institutions you have linked to your account. We reserve the right to deny access to an account under certain circumstances. Should you have any questions regarding your TCV Wealth Access account or account setup, please contact your TCV Account Manager or Associate.
4. Unlawful or Unauthorized Use
You may not use TCV Wealth Access for any unlawful or unauthorized purpose whatsoever. You will adhere to all applicable laws and regulations which apply to service relationships of this nature and specifically agree that you will not attempt to utilize TCV Wealth Access to access the account of another person.
5. Login Credentials and Security
Your login credentials are required to access TCV Wealth Access. You acknowledge that your password is unique; and must be kept private and confidential to protect the security of your account. You agree not to give or make available your login credentials to any unauthorized individual. If you believe your login credentials have been lost or stolen, or someone has attempted to use TCV Wealth Access without your consent, you must notify us immediately. In order to allow for a high degree of confidentiality and security, we recommend the use of browsers that provide encryption using a 128-bit key. The higher the level of encryption, the harder it is for unauthorized people to read information.
128-bit encryption Supported Browsers:
Safari 7, 7.1, 8, 9, 9.1, 10.
Internet Explorer 8, 9 and 10.
Internet Explorer 11 on Win 7, 8.1 and 10.
Google Chrome 49 (Vista only)
Google Chrome 56, 57, 58.
Mozilla Firefox 50, 51, 52 (32bit)
Mozilla Firefox ESR 38.7, 38.8, 45.0.
Microsoft Edge – EdgeHTML 12, 13, 14.
Many browser suppliers offer special 128-bit encryption versions, available for download from their respective web sites. TCV recommends that customers protect their valuable financial information by using the most secure encryption possible.
6. Our Liability
We are committed to using our best efforts to make TCV Wealth Access available to you. However, we shall incur no liability if it is unable to provide TCV Wealth Access to you for any reason, including but not limited to any of the following circumstances:
A. You have not provided sufficient information to access TCV Wealth Access.
B. Your Equipment, Internet Service Provider, Browser or TCV Wealth Access was not working properly.
C. Circumstances beyond our controls that prevent the proper access to your TCV Wealth Access Portal (including but not limited to power outages, Internet failures, fire, flood, or interference from an outside force).
You agree that your exclusive remedy and the cumulative liability of our company for any and all claims relating to TCV Wealth Access services provided by our company, in contract, tort, or otherwise, shall not exceed the total amount of any service fees paid to our company for TCV Wealth Access services. In no event shall we be liable for any direct, indirect, special, incidental, consequential, or exemplary damages, including lost profits (even if advised of the possibility thereof) arising in any way out of the use of TCV Wealth Access.
7. Exclusion of Warranties
You understand that Internet-working communications utilizing public access facilities may not be secure, and that such communications may be subject to interception, loss or distortion. TCV makes no warranties of any kind, whether express, implied, or statutory, concerning the confidentiality and accuracy of data of information available through the TCV Wealth Access service. Consequently, you acknowledge that the use of the TCV Wealth Access service, and the inherent possibilities of inaccuracy or disclosure of the data or information accessed through TCV Wealth Access, will be solely at your risk. TCV Wealth Access and related documentation are provided as is without any warranty of any particular kind expressed or implied, including, but not limited to the implied warranties of merchantability and fitness for a particular purpose.
8. Concurrent Agreements
The terms and conditions in this Agreement are supplements to, and do not supersede, any trust agreements or any other agreements that you have with TCV Trust & Wealth Management, or The Trust Company of Virginia, a division of TCV Trust & Wealth Management.
9. Alterations and Amendments
The Terms of this Agreement may be altered or amended by us from time to time, including the addition of fees and service charges. In such event, TCV shall post any alterations or amendments to this Agreement on its Website in place of any prior version of this Agreement. Your continued use of the service after we provide you with such a notice of change will constitute your agreement to such change(s).
10. Termination or Discontinuation
TCV reserves the right to terminate or discontinue TCV Wealth Access and this Agreement at any time. You may terminate this Agreement upon thirty (30) days prior written notice to TCV Wealth Access. Neither termination nor discontinuation shall affect your liability or obligations under this Agreement.
In the event of a dispute regarding TCV Wealth Access, you and TCV agree to resolve the dispute according to this Agreement. If there is a conflict between the terms of this Agreement and some other writing or statement relating specifically to the subject matter of this Agreement, the terms of this Agreement shall control.
You may not assign this Agreement to any other party. We may assign this Agreement to any present or future, directly or indirectly, affiliated company. We may also assign or delegate certain of its rights and responsibilities under this Agreement to independent contractors or other third parties.
13. No Waiver
TCV shall not be deemed to have waived any of its rights or remedies hereunder unless such waiver is in writing and signed by TCV. No delay or omission on the part of TCV in exercising any right or remedy shall operate as a waiver of such right or remedy or any other rights or remedies. A waiver on any particular occasion shall not be construed as a bar or waiver of any rights or remedies on future occasions.
14. Governing Law
This Agreement shall be governed by the internal substantive laws of the State of Tennessee and by applicable Federal laws and regulations.
Your Account Manager or Associate can help resolve any problems or questions you may have regarding TCV Wealth Access or your account.