MyWLTH

WLTH_Management_AZ

About this app

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.