About
Access your complete financial overview, including your financial plan, net worth, and performance data. Securely store and retrieve important documents. This app is designed for clients of Columbus Wealth Management to manage their finances.
What's New in CWM Portal
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
What is CWM Portal?
CWM Portal is a mobile application that provides Columbus Wealth Management clients with a consolidated view of their financial plan, net worth, performance data, and document vault.
Is CWM Portal free to use?
Yes, CWM Portal is available for free download and use. It is provided as a service to existing clients of Columbus Wealth Management.
What financial information can I see in CWM Portal?
You can view your complete financial picture, including your Financial Plan, Net Worth, and Performance Data directly within the app.
Does CWM Portal offer security features?
While specific security features are not detailed, the app is designed to provide secure access to sensitive financial information for its users.
What devices does CWM Portal support?
CWM Portal is available for iPhone, iPad, and iPod devices.
How often is CWM Portal updated?
The latest version is 5.22.1, and the app was last updated on February 5, 2026, indicating regular maintenance and updates.
Can I access my documents through CWM Portal?
Yes, the app features a Document Vault where you can conveniently access important financial documents.
What is the age rating for CWM Portal?
CWM Portal has an age rating of 4+, making it suitable for a wide range of users.
