Custom Wealth Portal

Custom Wealth Management's secure client portal keeps your financial life in one place. • See your accounts, balances, and holdings, updated from your advisor's systems. • Open statements and documents your advisor shares with you. • Message your advisor securely — no email needed. • View and schedule appointments, and join video meetings right from the app. • Get notified about new messages, documents, and upcoming appointments. Access is provided by Custom Wealth Management to its clients. Sign in with the credentials your advisor's office set up for you.