Custom Wealth Portal

Custom Wealth

About this app

Custom Wealth Portal is the secure, private client portal for Custom Wealth clients. Sign in to stay connected to your financial life and your advisory team — anytime, from your phone.

With the app you can:

• See your accounts and holdings — balances, positions, and how your portfolio is allocated, drawn from your custodian.
• Review your documents — statements, reports, and paperwork your advisor shares, organized in one place.
• Message your advisor securely — ask a question or send a note without using email.
• Schedule and confirm meetings — view upcoming appointments and confirm the times your advisor proposes.

Built for existing clients:
This app is for current clients of Custom Wealth. You sign in with the credentials your advisor set up for you — there is no public sign-up. What you see is private to you and your advisory team.

Security and privacy:
• Access is protected by your personal login.
• Your data is encrypted in transit.
• The app displays your own account information only. It is not a trading app and does not place trades or move money.

Questions? Visit https://my.custom-wm.com/support or contact your advisor directly.

What’s new

Welcome to the Custom Wealth Portal. Securely view your accounts and holdings, review documents your advisor shares, message your advisor, and schedule and confirm meetings — all in one place.