This page provides you access to all of our current Wealth 360 portal offerings and will continuously be updating as we rollout out future offerings. We have also provided you links to your custodian site(s) so that you may login and view your statements and tax forms.
The Kathmere Capital Wealth Management Portal provides you with on-demand access to all of your Kathmere accounts. The portal can be used to organize your finances more efficiently and help make your financial goals a reality. You can also link your outside accounts for a full financial picture in real-time, all in one place.
Click on your custodian site below to be brought to the login page. Upon logging in, you will be able to view your statements and tax returns.