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Client Center

Welcome to the Client Center, your one stop shop for access to all of your accounts and portals.

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.  

  

Everplans helps you organize, store and share all of your legal, financial, personal and healthcare information in one convenient and secure place so that your loved ones can access it when they need it.

                                                                                                                                                           

Custodians

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.   

We have partnered with Charles Schwab to act as custodian for our clients’ investment account. Click here to log-in to Charles Schwab.