We are excited to announce that the CWA Client Portal has been updated with new features and a redesigned layout.
What’s changing?
The CWA Client Portal (powered by Envestnet/Focus) is being updated to provide our clients with an improved layout, more intuitive navigation and the ability to customize the dashboard. Along with this update, there is now an option to use the Envestnet “Client View” mobile app, available from the Apple App Store and Google Play.
What do I need to do?
Your current password will remain the same and all you need to do is log-in as you would normally. The url link has changed so make sure to access the client portal link from our website: https://collectivewealthadvisors.com/.
New mobile phone app!
For clients who want mobile access, please use these links from your mobile device:
- Apple App Store: Click here from your smartphone
- Google Play: Click here from your smartphone
*The mobile app will require one additional step after entering your credentials – a “portal code” needs to be entered on your first login. The portal code is: envlw
We are pleased to make this new robust client portal available. If you need help with your portal, please reach out to our team and we will be happy to assist you.
For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article.
