Client Center
Upload Documents
Click the upload documents button to securely and quickly upload a document to Wealth Analytics. You’ll be asked to add your name and email and then continue to upload your document.
Client Login
Log in here to your client portal, view accounts and documents. Contact us at (858) 794-2100 or email us at service@wealthanalytics.com if you need assistance signing in.
Custodial Login
View real-time account information, such as account balances, holdings and transaction history. Our client’s accounts are held at three separate custodians: Altruist, Pershing, and Charles Schwab.
Announcements
New Address: 12526 High Bluff Drive, Ste. 238 San Diego CA 92130
Our clients made this award possible. Thank you.
Emergency Protocol
During an emergency or natural disaster in which you cannot access your account through the Wealth Analytics website, please follow these steps:
Contact the Wealth Analytics office by phone or email. 1-858-794-2100 service@wealthanalytics.com
If you cannot contact the office, then contact your custodian directly:
• Altruist LLC: 1-888-510-4660
• Shareholders Service Group (Altruist and Pershing): 1-858-530-1031
• Pershing LLC:1-888-367-2563
• Schwab Alliance (Charles Schwab): 1-800-515-2157
Please note: During an emergency or natural disaster you should be prepared to provide your account numbers. Wealth Analytics has made every effort to create a business recovery plan that will allow you to access your accounts during an emergency or natural disaster; however, we cannot guarantee that our plan will be successful in every circumstance.