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Client Login

Log in here to view and print performance reports and other account documents. Contact us at (858) 794-2100 or for personal assistance use our contact form.

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Sample Performance Report

Upload Documents

Click here to securely upload documents directly to Wealth Analytics. Before selecting the documents to upload, you will be prompted to enter your name and email address. This is not a login and is used strictly for tracking purposes.

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Custodial Login

View real-time account information, such as account balances, holdings and transaction history. Our client’s accounts are held at two separate custodians: Pershing and Charles Schwab.

Pershing Accounts

Charles Schwab Accounts

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. If you cannot contact the office by phone, or 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 your custodian directly:

• Shareholders Service Group (Pershing): (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.

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