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Start by adding your other long-term financial goals. Having a complete plan is the first step to success.
Once your advisor has reviewed your data, see your most important "to-do" and how many tasks you have left to complete.
See the risk you are taking and the potential consequences. View your action plan for step-by-step recommendations on the adjustments you need to make.
See the risk you are taking and the potential consequences. Quickly understand how your portfolio differs from your advisor's recommendations.
Easily add or update investment accounts, adjust your plan for life changes and tweak your profile.
Easily add or update investment accounts, adjust your plan for life changes and tweak your profile.
Your privacy matters - Trustworthiness is one of our core principles. We would never sell your personal data to anyone.
Bank Level Security - We use the same 256 bit AES encryption banks do when transmitting your data. Sensitive data is stored encrypted and no one has access, not even our employees. We also have our security audited regularly by industry leading third parties like Verisign.
Read-only Access - Wealthminder is a read-only system. That means we get information from your financial institutions but no one can make trades or move money through Wealthminder (not even you).
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