Complete ID vs MyWLTH

Complete ID provides you with solutions that protect your digital privacy. A secure virtual private network (VPN) will help you keep your device Wi-Fi network secure and private from hackers while on public networks. You will be able to create your own encrypted VPN connection whenever you want to protect your browsing activity. Shielding your browsing activity from hackers while on public networks will help you: 1. Prevent hackers from gaining access to your personal information and other data when you access your device on a Wi-Fi network. 2. Prevent third parties from gathering device, IP address and location information while on a Wi-Fi network. Recommended use of the VPN: We recommend that you turn on your VPN when connecting to public Wi-Fi networks which may have poor security. This includes while you are browsing the internet or using applications that use the internet, such as social media, banking, and gaming apps. Keep the VPN on until you are finished with your session.

The MyWLTH app enables clients of WLTH Capital Management to securely access and monitor their investment accounts, performance reporting, and engagement tools — all in one convenient, elegant platform. From performance reporting to eMoney’s integration and linked document vaults, MyWLTH puts your full financial picture in the palm of your hand. You can view holdings, access quarterly reports, securely share documents, and receive curated insights directly from your advisor. Features include: Consolidated account views across custodians (Schwab, Fidelity, Flourish, and more). Access to personalized performance reports and financial plan updates. Secure delivery of shared documents, custodial account statements and tax returns.  Optional secure document upload for tax documents or planning items. Getting Started: This app is intended for clients of WLTH Capital Management. Access requires prior authorization. If you are a client and would like to enable mobile access, please reach out to WLTH’s support team. WLTH Capital Management is a Registered Investment Advisor (RIA). The MyWLTH app is powered by Black Diamond technology and integrated with WLTH's core planning and portfolio tools for a seamlessly integrated user experience.