Your Personalized Financial Portal
Please Select Below
To Access Your Client Logins
We don’t answer to Wall Street — we answer to you. As an independent firm, we have the freedom to source the right strategies from across the financial landscape, always in your best interest.
CapTrust Wealth
Management Portal
Log in to the CapTrust Wealth Management portal for a consolidated view of your accounts, holdings, performance, and financial documents. You’ll need your CapTrust Wealth Management username and password to access the system securely.
BNY | Pershing
Access your BNY | Pershing account through this secure portal. Here, you can view account balances, transaction history, statements and tax documents. To log in, you’ll need your BNY | Pershing username and password, along with any security verification requested.
