Personal & Family Access
Wealth Management System
Centric Wealth's cloud-based financial planning website. Review your accounts managed by Centric Wealth, and aggregate your outside investment, loan, and cash equivalent accounts to see your entire financial picture in one place. View your financial planning projections and balance sheet, update your personal financial plan assumptions, and upload documents securely to our vault.
CLIENT INVESTMENT PORTAL
Login to our client investment portal to view up-to-date information about your investment accounts.
What can I find in the Client Investment Portal?
Detailed Account Information
Billing Summary Statements
Want to login direct to the custodian?
Find your custodian and click the link. View all of your accounts held by your custodian and place trades. Download statements, trade confirmations, and tax documents.
RETIREMENT PLAN ACCOUNT ACCESS
Click here to login to access your retirement plan information. Our retirement plan portal delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tools.