Your portal, now on your phone
Everything you get from your Custom Wealth client portal — your accounts, documents, secure messaging, and meetings — in one secure app, protected with Face ID.
Free to download. Available for iPhone and Android.
Scan this with your phone’s camera to open this page and install the app.
What you can do
Balances, holdings, and performance in your pocket — the same numbers your advisor sees.
Open your reports and paperwork anytime, without digging through email.
Ask a question and get an answer without sending anything over unsecured email.
Book your next review and join by video — right from your phone.
Your session is locked to your device with your phone’s own biometrics.
RMD deadlines and account alerts so nothing important slips by.
Sign in with the same email and password you use for the web portal. If you haven’t set up portal access yet, your advisor can send you a secure invitation.
Need help? Visit Support, or review our Privacy Policy.