Click on “Client Account Access” to bring up the Wealth
Analytics log-in page.
If you already have a log-in and password, please continue to use your existing login and password. If you need
to establish a login and password please call our office at (858) 794-2100.During normal working hours please contact
our office If you encounter any problems or have any questions.
During an emergency or natural disaster in which you cannot access your account through the Wealth Analytics web
site please follow these steps:
Contact the office by phone. If you cannot contact the office by phone, attempt to contact either principal on
their mobile phone (these numbers have been provided to clients of the firm).
If you cannot contact the office or the principals of the firm, then contact
Shareholders Service Group (858) 530-1031
If you cannot access Shareholders Service Group, contact:
Pershing LLC 1-888-367-2563
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.
Please print a copy of this page
for your records. |
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