Support
Need help with the Custom Wealth Management client portal or mobile app? We’re here to help. Reach out and a member of our team will get back to you.
- Hours
- Monday–Friday, 9:00 AM–5:00 PM Mountain Time
Common Questions
I can’t sign in.
Make sure you’re using the email your advisor has on file. If you’ve forgotten your password, use the “Forgot password” link on the sign-in screen, or contact us and we’ll help you reset it.
How do I get access to the portal?
Your advisor sends you a secure invitation to set up your account. If you haven’t received one, contact us and we’ll send it.
Is my information secure?
Yes. Your connection is encrypted and your login is stored securely on your device. See our Privacy Policy for details.