Client Login

Designed to help you manage your entire financial picture.
Automatically links to the accounts Select Wealth Advisers manages for you.
Provides the ability to link outside accounts, such as bank accounts and credit cards.
Allows Select Wealth Advisers to add other assets, such as real property and business interests.
Create personal financial statements, such as Net Worth, Balance Sheet, and Cash Flow.
Store important documents, pictures, and other files in the “Vault”.
Contact our office for access to this system.

Performance reporting on all accounts under our care.
Secure access to your accounts anytime.
Flexibility to run reports on your desired time frames.
Look at individual accounts, or all your accounts together.
For first time setup or password resets contact :
Jessica - jevans@swadvisers.com or Jodi - jlynn@swadvisers.com